Triune Financial Partners, LLC (Overland Park)

Name: Triune Financial Partners, LLC
Address: Lighton Plaza Ii, Overland Park, KS, 66210
Telephone: 913-825-6100

Triune Financial Partners, LLC is a large advisory firm based in Overland Park. It manages $635.94 million of regulatory assets for 2,056 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states.

Triune Financial Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and pro bono budget/cash flow management services. It prepares financial plans for approximately 825 clients. On top of advisory services, the firm doesn't engage in other business activities.

Triune Financial Partners: assets under management

The assets under management (AUM) of Triune Financial Partners, LLC is $635.94 million. The firm's AUM has grown by 780% since the beginning of its operation, and $1.47 million of the total AUM is attributable to clients outside of the United States.

The firm manages $468.14 million in discretionary accounts and $167.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.54 million.

Investments

The firm invests in investment and business development companies the most. They account for 91% of the total AUM. The second-largest asset type is exchange traded securities, which make up 2% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triune Financial Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Triune Financial Partners serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Triune Financial Partners is high net worth individuals with 176 clients and $318.52 million of assets under management. Among the 7 most similar advisory firms, Triune Financial Partners has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $635.94 million for 818 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Triune Financial Partners doesn't advise any private funds.

Careers at Triune Financial Partners, LLC

The company employs 18 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Triune Financial Partners, LLC is owned by Jefferey Robert Jaworski. Melissa P Figeac Nanez joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jefferey Robert Jaworski	Owner	1 Mar 2005	50% - 75%	2221948
James Philip Mullinix	Managing member, owner	1 Mar 2005	50% - 75%	1141214
Geoffrey Sean Huber	Owner	1 May 2005	Other	2192545
Sherri L Aron	Chief compliance officer	1 Jan 2011	Other	5022448
Sherri Lynne Aron	Chief compliance officer	1 Jan 2011	Other	5022448
Valerie Blair Guntli	Chief compliance officer	1 Nov 2013	Other	5197182
Melissa P Figeac Nanez	Chief compliance officer	1 Jan 2016	Other	5586806

Based in Overland Park

The principal office where Triune Financial Partners, LLC performs its advisory services is located at Lighton Plaza Ii, Overland Park, KS 66210, 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 913-825-6100 or by fax 913-825-6101. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at triunefp.com and its LinkedIn profile.