Overview
Assets Under Management: $234 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 715
Discretionary Accounts: 692
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 298248
Filing ID: 1956443
Last Filing Date: 2025-03-24 16:45:00
Website: https://kfstrategies.us