|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kaiser Partner Financial Advisors Ltd
✚
|
|
|---|---|
| CRD # | 149431 |
| SEC # | 801-70234 |
| CIK # | |
| AUM | $981.7 M (2025-07-07) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 41447525152 |
| Address | 16 Freigutstrasse Zrich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 15.8 |
| (b) Individuals (high net worth individuals) | 103 | 462.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 7.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 489.7 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 981.7 |
| By Discretionary | ||
| Discretionary | 125 | 258.2 |
| Non-Discretionary | 162 | 723.5 |
| Total | 287 | 981.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 350.0 | |
| United States Persons | 631.7 | |
| Total | 287 | 981.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Wealth Management LLC
✚
|
RI | 1.0 |
|
Onyx Bridge Wealth Group LLC
✚
|
NY | 1.0 |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 1.0 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 1.0 |
|
Hendershot Investments Inc
✚
|
1.0 | |
|
Accel Wealth Management LLC
✚
|
IA | 1.0 |
|
Crewcial Partners LLC
✚
|
NY | 1.0 |
|
Fountainhead AM LLC
✚
|
NJ | 1.0 |
|
Ram Investment Partners LLC
✚
|
WA | 1.0 |
|
Great Lakes Retirement Inc
✚
|
OH | 1.0 |