The COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC is a privately held investment adviser that advises $410.68mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 171.68% over the last 5-years.
The Group has been registered with the SEC for 11.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 30 office locations with their Headquarters at 9777 RIDGE DRIVE, SUITE 360, LENEXA, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 44 investment and 6 non-investment staff. The total number of Employees increased by 28.21% over the last 5-years.
Their $410.68mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $366.01mn or 89.12% of Total Assets and High Net Worth Individuals own $44.68mn or 10.88% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.