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TRIUNE FINANCIAL PARTNERS, LLC
CRD 152277 · SEC 801-70960
LIGHTON PLAZA II, 7400 COLLEGE BLVD, SUITE 300, OVERLAND PARK, KS, 66210, United States
Phone
913-825-6100
Fax
913-825-6101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.24B
Team
24 total employees; 11 advisory reps; 61 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsPRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 419 | $183.2M |
| High net worth individuals | 351 | $1.05B |
| Pension/profit sharing plans | 128 | $283.6M |
| Charitable organizations | 1 | $543K |
| Corporations/business entities | 3 | $6.6M |
States served
AZ, CA, CO, GA, IL, IN, IA, KS, LA, MI, MN, NE, NY, NC, OH, OK, PA, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD