POSTROCK PARTNERS LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 328865
- Registered since
- November 30, 2023
- Website
- postrockpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses76.64%
- HNWI23.04%
- Individuals0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Postrock Partners LLC is an independent, SEC-registered registered investment adviser that began registration in 2023 and is structured as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients and provides financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is a mix of asset-based fees and fixed fees. Postrock is not positioned as a capital allocator; it does not identify as a multi-state adviser and does not list ESG investing as part of its active strategy. The firm notes an affiliation with a trust company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities44%
- State & Local Bonds37%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2BRADLEY SCOTT
CEO, Chief Compliance OfficerCRD 2289143
TIMOTHY DREILING
Chief Investment OfficerCRD 2422771
Contacts
3 of 3CHAD TREASTER
Founding PartnerCRD 4262411
JASON IMLAY
Director of Wealth PlanningCRD 3276059
Katherine Queen
AdministrationCRD 7856289
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
- 6700 Antioch Rd
- Time zone
- CT (UTC-6)
- Office locations
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