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WHETSTONE CAPITAL ADVISORS, LLC
WHETSTONE CAPITAL ADVISORS, LLC
WHETSTONE CAPITAL ADVISORS
MISSION WOODS, Kansas
·
5 registered advisors
·
CRD# 155414
SEC# 801-79507
0
913-951-2700
01
Firm Overview
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WHETSTONE CAPITAL ADVISORS, LLC
5 registered advisors
Andrew Mcintyre Carlson
MISSION WOODS, Kansas
CRD# 6225887
David Alan Atterbury
MISSION WOODS, Kansas
CRD# 4833060
Kevin James Barb
MISSION WOODS, Kansas
CRD# 6515115
Sarah K Collins
SHAWNEE MISSION, Kansas
CRD# 6388656
Thomas Christopher Mcgannon
MISSION WOODS, Kansas
CRD# 5496502
05
Office Locations
MISSION WOODS, Kansas
4 advisors
SHAWNEE MISSION, Kansas
1 advisor
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Data sourced from SEC Form ADV filings. WHETSTONE CAPITAL ADVISORS, LLC (CRD# 155414) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.