Overview
Assets Under Management: $230 million
Headquarters: FULLERTON, CA
High-Net-Worth Clients: 120
Average Client Assets: $1.4 million
Frequently Asked Questions
KEMP FINANCIAL MANAGEMENT, LLC 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 #112127), KEMP FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEMP FINANCIAL MANAGEMENT, LLC is headquartered in FULLERTON, CA.
KEMP FINANCIAL MANAGEMENT, LLC serves 120 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, KEMP FINANCIAL MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
KEMP FINANCIAL MANAGEMENT, LLC manages $230 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, KEMP FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.19%
Average Client Assets: $1.4 million
Total Client Accounts: 539
Non-Discretionary Accounts: 539
Regulatory Filings
CRD Number: 112127
Filing ID: 1858149
Last Filing Date: 2024-03-27 19:03:00