Allocator Index · CRD 105807

SEARCY FINANCIAL SERVICES, INC.

Overland Park, KS · 913-814-3800 · searcyfinancial.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

104

Other individuals

81

HNW assets

$363.4M

Total AUM

$514.0M

Employees

9

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.