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PANDI, LLC
CRD 330112 · SEC 801-131022
300 WYANDOTTE STREET, SUITE 301, KANSAS CITY, MO, 64105, United States
Phone
913-437-9900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$681.4M
Team
20 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $440.1M |
| Corporations/business entities | 9 | $269.2M |
States served
KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD