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Danda Financial Services, Inc. (Overland Park)


Danda Financial Services, Inc. is a large advisory firm based in Overland Park. It manages $53.95 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Kansas and Missouri.

Danda Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Danda Financial Services: assets under management

The assets under management (AUM) of Danda Financial Services, Inc. is $53.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Danda Financial Services, 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.

Based in Overland Park

The principal office where Danda Financial Services, Inc. performs its advisory services is located at 6405 Metcalf Avenue, Overland Park, KS 66202, 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 913-262-1108 or by fax 913-262-2015. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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