|
⚲
|
| Keyboard |
| Converse Team Financial Services LLC
✚
|
|
|---|---|
| CRD # | 335322 |
| SEC # | 801-132403 |
| CIK # | |
| AUM | 325.0 M (2026-06-02) |
| Employees | 7 (86% Investors, 86% Brokers) |
| Phone | 316-600-4015 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 83 | 325.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 325.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 83 | 325.0 |
| Total | 83 | 325.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.0 | |
| Total | 83 | 325.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Entrewealth LLC
✚
|
326.3 M | |
|
Financially in Tune LLC
✚
|
MA | 326.2 M |
|
Bay Rivers Group Inc
✚
|
VA | 326.2 M |
|
Hurley Capital LLC
✚
|
NY | 326.1 M |
|
Centerline Wealth Advisors LLC
✚
|
KY | 326.0 M |
|
Strategic Wealth Advisors LLC
✚
|
325.2 M | |
|
Catawba River Capital
✚
|
SC | 325.1 M |
|
Whipplewood Advisors LLC
✚
|
CO | 324.5 M |
|
Putterman Dean Eliot
✚
|
TX | 324.5 M |
|
Vista Investment Management LLC
✚
|
PA | 323.9 M |