Overview
Assets Under Management: $158 million
Headquarters: RAPID CITY, SD
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
KAHLER FINANCIAL GROUP, INC. 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 #124042), KAHLER FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
KAHLER FINANCIAL GROUP, INC. is headquartered in RAPID CITY, SD.
KAHLER FINANCIAL GROUP, INC. serves 50 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, KAHLER FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
KAHLER FINANCIAL GROUP, INC. manages $158 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, KAHLER FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 530
Discretionary Accounts: 456
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 124042
Last Filing Date: 2024-03-29 00:00:00
Website: https://kahlerfinancial.com