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Logia Portfolio Management

EST. AUM
$812,772,012

CONTACTS
2

CLIENT ACCOUNTS
1

Firm Details

Metro area Wichita
CRD Number 269963
Website logiapm.com
Client types

Overview

Logia Portfolio Management LLC, an SEC-registered investment adviser, is affiliated with Sunflower Bank, N.A., both of which are subsidiaries of FirstSun Capital Bancorp. Logia offers investment advisory services, while Sunflower Bank provides banking, fiduciary, custody, and discretionary portfolio management services. Advisory services are offered upon proper engagement, completion of required documentation, and disclosure. Investment activities involve risk, and past performance does not ensure future results. Services are available in jurisdictions where Logia and its advisors are appropriately licensed or exempt.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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