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Baum George K Merchant Banc LLC (Kansas City)


Baum George K Merchant Banc LLC is a large advisory firm based in Kansas City. It manages $158.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

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Baum George K Merchant Banc provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baum George K Merchant Banc: assets under management

The assets under management (AUM) of Baum George K Merchant Banc LLC is $158.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $158.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baum George K Merchant Banc LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Baum George K Merchant Banc LLC performs its advisory services is located at 4801 Main Street, Kansas City, MO 64112, 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 816-474-1100 or by fax 816-283-5376. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.gkbaum.com.


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