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LOGIA PORTFOLIO MANAGEMENT
15100 Rosewood Street
Leawood, Kansas 66224
Tel: 844-882-0193
About LOGIA PORTFOLIO MANAGEMENT
LOGIA PORTFOLIO MANAGEMENT, formally registered with the SEC as LOGIA PORTFOLIO MANAGEMENT. The firm was established in 08/26/2015. They have over 3 offices throughout the country.
LOGIA PORTFOLIO MANAGEMENT is a Leawood, Kansas based Financial Planning firm with nearly $713,573,169 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269963 |
| SEC# | 801-106482 |
| Assets Managed by Firm | $713,573,169 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- Other (A PERCENTAGE OF RECURRING INCOME)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $713,573,169 |
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