$53.6M Total AUM
$53.6M Disc. AUM
-- 3Y CAGR
1 Employees
143 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2012
- Office Locations
- 1
Office Locations
8080 Conser St. Overland Park KS
About World Class Unlimited, Inc.
World Class Unlimited, Inc. is a Overland Park-based RIA. The firm has been operating for 13 years. Managing $53.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$53.6M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
EDWARD THOMAS KRATTY JR
Investment Adviser Representative, President
- CRD
- #1792182
- Ownership
- 50% but less than 75%
Available
Available
Available
E
Eric Michael Kratty
Chief Operating Officer, OPERATIONS MANAGER, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,611,120 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,611,120 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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