Kaiser Partner Financial Advisors Ltd.

RIASEC RegisteredEst. 2009

Total AUM

$1.8B

Discretionary

$327M

19% of AUM

Avg account

$5.8M

Accounts

304

Employees

Advisory reps

Firm details

Headquarters: Zurich,
CRD number: 149431
Registered since: May 27, 2009
Website: kaiserpartner.com
Custodians: KAISER PARTNER PRIVATBANK AG, EFG BANK AG
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses72.97%
HNWI25.27%
Individuals0.79%
Charitable Organizations0.49%
Insurance Companies0.49%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Kaiser Partner Financial Advisors Ltd. is an independent registered investment adviser, operating since 2009 with foreign and individual ownership. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the production of periodicals or newsletters. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.