Andrew
Mich
Two West Capital Advisors LLC
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About this Advisor
Andrew Mich is a certified financial planner working out of Overland Park, Kansas who has 9 years of industry experience. Mich is an employee of Two West Capital Advisors LLC. Over the course of their career, they have held roles at Two West Capital Advisors, LLC and Demars Pension Consulting Services, Inc. Mich has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Kansas. Two West Capital Advisors LLC is a financial advisory company that has its headquarters in Overland Park, KS. The company has a total of 15 financial advisors. It administers $2 billion in assets under management among its 455 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 455 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the services offered. However, fees billed by Two West Capital Advisors LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Two West Capital Advisors LLC Brokerage Details
$2,113,780,226
15
455
$4,645,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Mich Work History
Andrew has been registered as a financial advisor for 9 years.*
Two West Capital Advisors, LLC
Demars Pension Consulting Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Mich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Two West Capital Advisors LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
