Global Kandor Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$483M

Discretionary

$20.7M

4% of AUM

Avg account

$1.9M

Accounts

255

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 308452
Registered since: June 22, 2020
Website: globalkandor.com
Custodians: J.P. MORGAN SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.22%
Individuals0.78%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Global Kandor Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm serves individual and family clients as well as small-business portfolios, offering financial planning and portfolio management. It describes itself as a capital allocator that places client capital with external managers. Fee arrangements combine percentage-of-assets and fixed fees. The adviser does not identify as an active ESG investor. Ownership appears to include both individual and domestic-entity stakeholders. The firm reports both discretionary and non-discretionary activity, with a much larger share of assets managed on a non-discretionary basis.