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Schwantes Financial
Schwantes Financial, LLC is a state-registered investment adviser in Overland Park, KS. The firm manages approximately $50 million in regulatory assets.
Overview
Schwantes Financial, LLC is a state-registered investment adviser in Overland Park, KS. The firm manages approximately $50 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Allan Schwantes
Principal
Sector focus
Frequently asked questions
What does the office's portfolio typically include?
The portfolio concentrates on directly held real estate, private credit loans to regional businesses, and majority or significant minority stakes in private operating companies. Target sectors have included equipment rental, specialty contracting, and light manufacturing. The geographic focus centers on Minnesota and Wisconsin.
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