Overview
Assets Under Management: $239 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 249
Average Client Assets: $706,244
Frequently Asked Questions
KUBHERA ENTERPRISES 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 #151619), KUBHERA ENTERPRISES LLC is subject to fiduciary duty under federal law.
KUBHERA ENTERPRISES LLC is headquartered in PRINCETON, NJ.
KUBHERA ENTERPRISES LLC serves 249 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, KUBHERA ENTERPRISES LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
KUBHERA ENTERPRISES LLC manages $239 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, KUBHERA ENTERPRISES LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 249
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.60
Average High-Net-Worth Client Assets: $706,244
Total Client Accounts: 822
Discretionary Accounts: 800
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 151619
Last Filing Date: 2024-03-26 00:00:00
Website: https://kubhera.com