RIA Intel›Advisers›Kansas›VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

Advisory

N·OVERLAND PARK, KS

Data as of Sep 12, 2016 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

+1.9%

3-Year CAGR

+4.3%

Employees

284

Assets Under Management

Total AUM$3.1B

Discretionary AUM$2.3B

Non-Discretionary AUM$805M

Discretionary %74.1%

Total Clients—

Team

Total Employees284

Investment Advisers349

Employee Growth (1Y)—

Filing History

Total Filings on Record54

First FilingFeb 13, 2004

Latest FilingSep 12, 2016

🔒 Full AUM trend chart and 54 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VSR FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.