|
⚲
|
| Kemp Financial Management LLC
✚
| |
|---|---|
| CRD # | 112127 |
| SEC # | 801-66565 |
| CIK # | |
| AUM | $230.0 MM (2024-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 714-257-0800 |
| Address | 2286 N State College Blvd Fullerton, CA 92831 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 40.5 |
| (b) Individuals (high net worth individuals) | 122 | 151.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.9 |
| (h) Charitable organizations | 5 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 509 | 202.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 509 | 202.4 |
| Total | 509 | 202.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.4 | |
| Total | 509 | 202.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Physician Wealth Solutions Inc
✚
|
NV | 0.2 |
|
Secura Financial LLC
✚
|
CA | 0.2 |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 0.2 |
|
Peak Financial Advisors LLC
✚
|
CO | 0.2 |
|
Valued Wealth Advisors LLC
✚
|
UT | 0.2 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.2 |
|
Advanced Financial Strategies Inc
✚
|
CA | 0.2 |
|
Lwealth LLC
✚
|
TX | 0.2 |