The COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC is a privately held investment adviser that advises $346.07mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 5.89% over the last 5-years.
The Group has been registered with the SEC for 10.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at 9777 RIDGE DRIVE, SUITE 360, LENEXA, KS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 41 investment and 9 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $346.07mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Individuals clients own $315.79mn or 91.25% of Total Assets and High Net Worth Individuals own $30.01mn or 8.67% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC's case, they have 8 business conditions that require high process maturity and 0 Watch Factors.