|
⚲
|
| KP Financial Management LLC DBA Caissa Wealth Strategies
✚
| |
|---|---|
| CRD # | 150458 |
| SEC # | 801-114229 |
| CIK # | |
| AUM | $251.0 MM (2024-03-01) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 612-426-6007 |
| Address | 7825 Washington Ave S Bloomington, MN 55439 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 30.5 |
| (b) Individuals (high net worth individuals) | 80 | 220.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 251.0 |
| By Discretionary | ||
| Discretionary | 512 | 248.5 |
| Non-Discretionary | 24 | 2.5 |
| Total | 536 | 251.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.0 | |
| Total | 536 | 251.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
Russell Capital Management LLC
✚
|
KY | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
NorthStar Financial Planners Inc
✚
|
FL | 0.2 |
|
Keystone Financial Services
✚
|
CO | 0.2 |
|
GS Investments Inc
✚
|
MN | 0.2 |
|
Rahlfs Capital LLC
✚
|
TX | 0.2 |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.2 |