FIND A KLS PROFESSIONAL ADVISORS GROUP, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 133319
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for KLS PROFESSIONAL ADVISORS GROUP, LLC Comes From
Understanding the Statistics for KLS PROFESSIONAL ADVISORS GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1325 Avenue Of The Americas 14th Floor, New York, NY 10019
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at KLS PROFESSIONAL ADVISORS GROUP, LLC
BF
Brian Michael Frost
IAR
RR
CRD#: 5771204
Location:
Santa Rosa, CA 95404
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
15 years
Charles Andrew Fischer
IAR
RR
CRD#: 2164405
Location:
Boca Raton, FL 33486
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
34 years
Eric Josef Schaefer
IAR
CRD#: 5736537
Location:
Arlington, VA 22203
Company:
EVERMAY WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
16 years
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