Overview
Assets Under Management: $279 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 92
Average Client Assets: $1.7 million
Frequently Asked Questions
KUMMER FINANCIAL STRATEGIES, 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 #290009), KUMMER FINANCIAL STRATEGIES, LLC is subject to fiduciary duty under federal law.
KUMMER FINANCIAL STRATEGIES, LLC is headquartered in OVERLAND PARK, KS.
KUMMER FINANCIAL STRATEGIES, LLC serves 92 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, KUMMER FINANCIAL STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KUMMER FINANCIAL STRATEGIES, LLC manages $279 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, KUMMER FINANCIAL STRATEGIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.24%
Average Client Assets: $1.7 million
Total Client Accounts: 948
Discretionary Accounts: 948
Regulatory Filings
CRD Number: 290009
Filing ID: 1172738
Last Filing Date: 2018-03-29 18:59:00