Overview
Assets Under Management: $495 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 161
Average Client Assets: $1.8 million
Frequently Asked Questions
KAYS FINANCIAL ADVISORY CORP 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 #105873), KAYS FINANCIAL ADVISORY CORP is subject to fiduciary duty under federal law.
KAYS FINANCIAL ADVISORY CORP is headquartered in ATLANTA, GA.
KAYS FINANCIAL ADVISORY CORP serves 161 high-net-worth clients according to their SEC filing dated October 24, 2018. View client details ↓
According to their SEC Form ADV, KAYS FINANCIAL ADVISORY CORP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
KAYS FINANCIAL ADVISORY CORP manages $495 million in client assets according to their SEC filing dated October 24, 2018.
According to their SEC Form ADV, KAYS FINANCIAL ADVISORY CORP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.98%
Average Client Assets: $1.8 million
Total Client Accounts: 1,697
Discretionary Accounts: 1,697
Regulatory Filings
CRD Number: 105873
Filing ID: 1247057
Last Filing Date: 2018-10-24 15:11:00