OWLFI RIA LLC

OWLFI
LENEXA, Kansas·5 registered advisors·CRD# 311854
SEC# 801-1229104913-441-8380
01

Firm Overview

AUM
$125M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OWLFI RIA LLC

5 registered advisors
Elizabeth Ansley Cutler
LENEXA, Kansas
Elliot Thomas Omanson
LENEXA, Kansas
Jake Floyd Mellor
LENEXA, Kansas
Kelly James Klusman
LENEXA, Kansas
Mark Edward Stratton
LENEXA, Kansas
05

Office Locations

LENEXA, Kansas
5 advisors

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Data sourced from SEC Form ADV filings. OWLFI RIA LLC (CRD# 311854) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.