|
⚲
|
| Kahler Financial Group Inc
✚
|
|
|---|---|
| CRD # | 124042 |
| SEC # | 801-62099 |
| CIK # | |
| AUM | $158.1 MM (2023-03-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 605-343-1400 |
| Address | 1010 9th Street Rapid City, SD 57701 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 22.9 |
| (b) Individuals (high net worth individuals) | 50 | 123.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 158.1 |
| By Discretionary | ||
| Discretionary | 475 | 150.1 |
| Non-Discretionary | 60 | 8.0 |
| Total | 535 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 157.2 | |
| Total | 535 | 158.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Harbour Investment Management & Counsel LLC
✚
|
OH | 0.2 |
|
Innova Wealth Partners LLC
✚
|
PA | 0.2 |
|
Murphy Wealth Management Group Inc
✚
|
NY | 0.2 |
|
Valuewealth Services LLC
✚
|
MD | 0.2 |
|
ENR Asset Management Incorporated
✚
|
0.2 | |
|
HD Money Inc
✚
|
FL | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
MA | 0.2 |
|
COCO Enterprises LLC
✚
|
MT | 0.2 |
|
Delta Advisory Group Inc
✚
|
FL | 0.2 |