Overview
Assets Under Management: $108 million
Headquarters: MERCER ISLAND, WA
High-Net-Worth Clients: 35
Average Client Assets: $2.0 million
Frequently Asked Questions
KAUFMAN KAMPE ADVISORS 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 #144504), KAUFMAN KAMPE ADVISORS is subject to fiduciary duty under federal law.
KAUFMAN KAMPE ADVISORS is headquartered in MERCER ISLAND, WA.
KAUFMAN KAMPE ADVISORS serves 35 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓
According to their SEC Form ADV, KAUFMAN KAMPE ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
KAUFMAN KAMPE ADVISORS manages $108 million in client assets according to their SEC filing dated February 12, 2018.
According to their SEC Form ADV, KAUFMAN KAMPE ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.18%
Average Client Assets: $2.0 million
Total Client Accounts: 258
Discretionary Accounts: 258
Regulatory Filings
CRD Number: 144504
Filing ID: 1173050
Last Filing Date: 2018-02-12 12:36:00