Overview
Assets Under Management: $194 million
Headquarters: PALATINE, IL
High-Net-Worth Clients: 54
Average Client Assets: $2.7 million
Frequently Asked Questions
KABAREC FINANCIAL ADVISORS LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105689), KABAREC FINANCIAL ADVISORS LTD is subject to fiduciary duty under federal law.
KABAREC FINANCIAL ADVISORS LTD is headquartered in PALATINE, IL.
KABAREC FINANCIAL ADVISORS LTD serves 54 high-net-worth clients according to their SEC filing dated September 14, 2018. View client details ↓
According to their SEC Form ADV, KABAREC FINANCIAL ADVISORS LTD offers financial planning and portfolio management for individuals. View all service details ↓
KABAREC FINANCIAL ADVISORS LTD manages $194 million in client assets according to their SEC filing dated September 14, 2018.
According to their SEC Form ADV, KABAREC FINANCIAL ADVISORS LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.75%
Average Client Assets: $2.7 million
Total Client Accounts: 668
Discretionary Accounts: 653
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 105689
Filing ID: 1240787
Last Filing Date: 2018-09-14 15:45:00