Clayton Wealth Partners
Financial Services, 716 S Ave, Topeka, Kansas, 66603, United States, 11-50 Employees
Phone Number: +17*********
Who is CLAYTON WEALTH PARTNERS
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that pu...
Read More
-
Headquarters: 716 S Kansas Ave, Topeka, Kansas, 66603, United States
-
Date Founded: 1984
-
Employees: 11-50
-
Revenue: $5 Million to $10 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
|
NAICS Code: 523940 |
Show More
Does something look wrong? Fix it. | View contact records from CLAYTON WEALTH PARTNERS
Clayton Wealth Partners Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Clayton Wealth Partners
Answer: Clayton Wealth Partners's headquarters are located at 716 S Ave, Topeka, Kansas, 66603, United States
Answer: Clayton Wealth Partners's phone number is +17*********
Answer: Clayton Wealth Partners's official website is https://claytonfsi.com
Answer: Clayton Wealth Partners's revenue is $5 Million to $10 Million
Answer: Clayton Wealth Partners's SIC: 6282
Answer: Clayton Wealth Partners's NAICS: 523940
Answer: Clayton Wealth Partners has 11-50 employees
Answer: Clayton Wealth Partners is in Financial Services
Answer: Clayton Wealth Partners contact info: Phone number: +17********* Website: https://claytonfsi.com
Answer: Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-onlymeaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: Pre-retirees and retirees Young and mid-career professionals Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP, CFA, FPQP, and CIMA designations. Our services include: Asset management Financial goal planning Retirement planning Employee benefit package analysis Tax review and optimization Higher education funding Charitable giving Insurance review Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.
Answer:
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month