Logia Portfolio Management, LLC is a large advisory firm based in Leawood. It manages $558.73 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, Colorado, and Kansas.
Logia Portfolio Management provides portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Logia Portfolio Management, LLC is $558.73 million. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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 don’t receive compensation from other entities for client referrals.
Michael William Winkel has been acting as President since 1 Jul 2015. Firstsun Capital Bancorp joined the executive team most recently as the Owner.
The principal office where Logia Portfolio Management, LLC performs its advisory services is located at 15100 Rosewood Street, Leawood, KS 66224, 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 844-882-0193. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at logiapm.com.