Searcy Financial Services is an investment advisor in Overland Park with $364.28 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
611416844
SEC advisor number
801-16377
FINRA CRD number
105807
AUM ?
$377.86 mm
(as of 7 Feb 24)
Accounts
981
(as of 7 Feb 24)
Employees
7
(7 investment advisory or research)
Address
Searcy Financial Services
12980 FOSTER STREET
SUITE 160
OVERLAND PARK
KS 66213
12980 FOSTER STREET
SUITE 160
OVERLAND PARK
KS 66213
Phone
913-814-3800
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22