Allocator Index · CRD 328005
MOKAN WEALTH MANAGEMENT
Overland Park, KS · 913-257-3991 · linkedin.com/company/mokanfinancial
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
93
Other individuals
80
HNW assets
$201.3M
Total AUM
$250.3M
Employees
4
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.