Engage Wealth Advisors, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 289996
- Website
- engageadvisors.com
- Custodians
- CAPITAL CLIENT GROUP, INC., CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans63.73%
- HNWI27.16%
- Individuals8.52%
- Other Investment Advisers0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Engage Wealth Advisors, LLC is an independent registered investment adviser structured as an LLC that serves both individuals/families and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, and lists pension consulting among its advisory services. Its reported fee arrangements include asset-based fees, hourly charges and fixed fees. Engage notes a preference for equity exposure in client portfolios and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Andrew Hinrichs
Chief Executive OfficerCRD 6474949
Contacts
2 of 2
Caden Barnard
Associate, Financial AdvisorCRD 7944640
Taylor Richardson
PartnerCRD 6450194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7400 W 130th St
- Time zone
- CT (UTC-6)
- Office locations
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