|
⚲
|
| Kaiser Partner Financial Advisors Ltd
✚
|
|
|---|---|
| CRD # | 149431 |
| SEC # | 801-70234 |
| CIK # | |
| AUM | $563.9 MM (2024-08-20) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 41447525152 |
| Address | 16 Freigutstrasse Zrich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.2 |
| (b) Individuals (high net worth individuals) | 85 | 274.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 56 | 259.7 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 563.9 |
| By Discretionary | ||
| Discretionary | 116 | 211.7 |
| Non-Discretionary | 150 | 352.1 |
| Total | 266 | 563.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 176.0 | |
| United States Persons | 387.9 | |
| Total | 266 | 563.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Duncan & Haley Ltd
✚
|
WA | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
First Affirmative Financial Network LLC
✚
|
CO | 0.6 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.6 |
|
True Wealth Design LLC
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.6 |
|
TRU Independence Asset Management LLC
✚
|
OR | 0.6 |
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |