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David Alan Atterbury

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas
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2001 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS 66205CRD# 4833060Firm CRD# 155414
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About

David Alan Atterbury is a registered financial advisor based in MISSION WOODS, Kansas, affiliated with WHETSTONE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
WHETSTONE CAPITAL ADVISORS, LLC
WHETSTONE CAPITAL ADVISORS
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
Services
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4833060
Firm CRD# 155414
No disclosures on file
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Frequently Asked Questions

What services does David Alan Atterbury offer?
David Alan Atterbury specializes in Retirement Planning. Contact their office in MISSION WOODS, Kansas for a consultation.
What are David Alan Atterbury's credentials?
David Alan Atterbury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Atterbury located?
David Alan Atterbury is based in MISSION WOODS, Kansas, working with WHETSTONE CAPITAL ADVISORS, LLC. Their office serves clients in the MISSION WOODS metropolitan area and surrounding communities.
How does David Alan Atterbury charge for services?
David Alan Atterbury's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHETSTONE CAPITAL ADVISORS, LLC?
WHETSTONE CAPITAL ADVISORS, LLC has approximately 5 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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