Overview
Assets Under Management: $982 million
High-Net-Worth Clients: 103
Average Client Assets: $4 million
Frequently Asked Questions
KAISER PARTNER 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 #149431), KAISER PARTNER FINANCIAL ADVISORS LTD. is subject to fiduciary duty under federal law.
KAISER PARTNER FINANCIAL ADVISORS LTD. serves 103 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, KAISER PARTNER FINANCIAL ADVISORS LTD. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KAISER PARTNER FINANCIAL ADVISORS LTD. manages $982 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, KAISER PARTNER FINANCIAL ADVISORS LTD. serves high-net-worth individuals and institutional clients. View client details ↓
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: 287
Discretionary Accounts: 125
Non-Discretionary Accounts: 162
Regulatory Filings
CRD Number: 149431
Filing ID: 2030273
Last Filing Date: 2025-12-02 08:54:51
Website: 0