Overview
Assets Under Management: $255 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 95
Average Client Assets: $2.3 million
Frequently Asked Questions
KLR INVESTMENT ADVISORS, 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 #124716), KLR INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
KLR INVESTMENT ADVISORS, LLC is headquartered in PROVIDENCE, RI.
KLR INVESTMENT ADVISORS, LLC serves 95 high-net-worth clients according to their SEC filing dated February 07, 2024. View client details ↓
According to their SEC Form ADV, KLR INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KLR INVESTMENT ADVISORS, LLC manages $255 million in client assets according to their SEC filing dated February 07, 2024.
According to their SEC Form ADV, KLR INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.40%
Average Client Assets: $2.3 million
Total Client Accounts: 426
Discretionary Accounts: 426
Regulatory Filings
CRD Number: 124716
Filing ID: 1821095
Last Filing Date: 2024-02-07 12:50:00