Koesten Hirschmann & Crabtree, Inc. is a large advisory firm based in Overland Park. It manages $345.04 million of regulatory assets for 1,113 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Florida, Kansas, and 3 other states.
Koesten Hirschmann & Crabtree provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Koesten Hirschmann & Crabtree, Inc. is $345.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Koesten Hirschmann & Crabtree, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Koesten Hirschmann & Crabtree is high net worth individuals with 108 clients and $273.16 million of assets under management. Among the 8 most similar advisory firms, Koesten Hirschmann & Crabtree has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $345.04 million for 270 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Koesten Hirschmann & Crabtree doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew David Starkey joined the executive team most recently as the Shareholder.
The principal office where Koesten Hirschmann & Crabtree, Inc. performs its advisory services is located at 10000 College Blvd., Suite 260, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Manhattan, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-345-1881 or by fax 913-345-1810. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at makinglifecount.com and its LinkedIn profile.