Overview
Assets Under Management: $224 million
High-Net-Worth Clients: 36
Average Client Assets: $5.5 million
Frequently Asked Questions
KPF GLOBAL 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 #158478), KPF GLOBAL is subject to fiduciary duty under federal law.
KPF GLOBAL serves 36 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, KPF GLOBAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
KPF GLOBAL manages $224 million in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, KPF GLOBAL 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.93%
Average Client Assets: $5.5 million
Total Client Accounts: 260
Discretionary Accounts: 241
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 158478
Filing ID: 1239924
Last Filing Date: 2018-09-11 11:00:00