Overview
Assets Under Management: $239 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 249
Average Client Assets: $706,244
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