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| Happy Holidays!! thanks for using AUM13F!! |
| Triune Financial Partners LLC
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| CRD # | 152277 |
| SEC # | 801-70960 |
| CIK # | 0002040393 |
| AUM | $1.3 B (2025-03-20) |
| Employees | 24 (54% Investors, 0% Brokers) |
| Phone | 913-825-6100 |
| Address | Lighton Plaza II Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Lilly Eli & Co | 0.4 | ||
| Apple Inc | 0.4 | ||
| Chevron Corp | 0.4 | ||
| Exxon Mobil Corp | 0.4 | ||
| Equity Bancshares Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 608 | 334.8 |
| (b) Individuals (high net worth individuals) | 229 | 717.4 |
| (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 | 119 | 241.2 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 3 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 960 | 1,299.2 |
| By Discretionary | ||
| Discretionary | 841 | 1,058.0 |
| Non-Discretionary | 119 | 241.2 |
| Total | 960 | 1,299.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.8 | |
| United States Persons | 1,272.4 | |
| Total | 960 | 1,299.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040393] |
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