Overview
Assets Under Management: $313 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 119
Discretionary Accounts: 116
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109268
Last Filing Date: 2025-01-27 00:00:00
Website: https://pkllc.com