Overview
Assets Under Management: $156 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 31
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.77
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 148
Discretionary Accounts: 148
Regulatory Filings
CRD Number: 142928
Last Filing Date: 2025-02-04 00:00:00
Website: https://krscapitalmanagement.com