Overview
Assets Under Management: $564 million
High-Net-Worth Clients: 103
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 266
Discretionary Accounts: 116
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 149431
Last Filing Date: 2024-12-10 00:00:00
Website: https://kaiserpartner.com