Owlfi
Owlfi (CRD# 311854) is a financial advisory firm headquartered in Lenexa, KS. They manage $125,134,119 in 749 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management125MILLION
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Total Number of Accounts749ACCOUNTS
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Average Account Value$167,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, NE, NY, OK, TX, UT
David Bush (CRD# 5537832) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 15 years of experience in the finance industry.
Brennen Newton (CRD# 6068327) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 8 years of experience in the finance industry.
Elliot Omanson (CRD# 6264279) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 10 years of experience in the finance industry.
Scott Ross (CRD# 4911591) is an Investment Advisor Representative working at Owlfi in Alpine, UT and has over 19 years of experience in the finance industry.
Mark Stratton (CRD# 1894252) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 32 years of experience in the finance industry.
Chase Klusman (CRD# 7758243) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has 1 year of experience in the finance industry.
Dirk Palmer (CRD# 7363379) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 3 years of experience in the finance industry.