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SCHWANTES FINANCIAL, LLC
CRD 332143
8655 COLLEGE BOULEVARD, OVERLAND PARK, KS, 66210, United States
Phone
913-521-2384
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.5M
Discretionary AUM
$50.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $28.0M |
| High net worth individuals | 12 | $22.4M |
All web addresses on file
Official SEC filing: View on IAPD