Overview
Assets Under Management: $743 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,205
Discretionary Accounts: 1,072
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 109329
Last Filing Date: 2025-02-27 00:00:00
Website: https://kayecapital.com