Yukon Wealth Management, Inc. is a large advisory firm based in Overland Park. It manages $174.92 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and Texas.
Yukon Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Yukon Wealth Management, Inc. is $174.92 million. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Yukon Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of John Robert Hanahan is individuals with 29 clients and $135.65 million of assets under management. Among the 9 most similar advisory firms, Yukon Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $174.92 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Yukon Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Robert Hanahan has been acting as President since 1 Sep 1994. Brian T Murphy joined the executive team most recently as the Chief Compliance Officer.
The principal office where Yukon Wealth Management, Inc. performs its advisory services is located at 15050 Antioch Road, Overland Park, KS 66221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-681-9200 or by fax 913-956-6534. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at yukoncm.com.