TRIUNE FINANCIAL PARTNERS, LLC
Adviser information for TRIUNE FINANCIAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 12 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,606 | $917.8M |
| Non-Discretionary | 115 | $214.4M |
| Total | 2,721 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 600 | $275.3M |
| HNW Individuals | 228 | $638.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 115 | $214.4M |
| Charitable organizations | <5 | $647,702 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 95 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsPRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-70960 |
|---|---|
| SEC ERA File Number | 801-70960 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152277 |
| Legal Entity Identifier | None |
Principal Office
LIGHTON PLAZA II7400 COLLEGE BLVD, SUITE 300
OVERLAND PARK
KS
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 913-825-6100, Fax: 913-825-6101
Chief Compliance Officer
MELISSA P. FIGEAC-NANEZ
CHIEF COMPLIANCE OFFICER
LIGHTON PLAZA II
7400 COLLEGE BLVD., STE. 300
OVERLAND PARK
KS
United States
Tel:
913-825-6100
Fax:
913-825-6101
M*****@***********M
(Full email address available in API data)
Regulatory Contact
JEFFEREY R. JAWORSKI
MANAGING PARTNER
LIGHTON PLAZA II
7400 COLLEGE BLVD, SUITE 300
OVERLAND PARK
KS
United States
Tel:
913-825-6100
Fax:
913-825-6101
J********@***********M
(Full email address available in API data)
Industry Affiliates
| CUSTOS, LLC | Accountant or accounting firm |
| KYLE KRULL | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JAWORSKI, JEFFEREY, ROBERT | Individual | – | OWNER / MANAGING PARTNER | 01/2021 | > 75% |
| FIGEAC-NANEZ, MELISSA, P | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |