KAMKE INVESTMENT STRATEGIES INC.
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 121713
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.77%
- Individuals8.15%
- Pension & Profit Sharing Plans5.97%
- Charitable Organizations5.04%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kamke Investment Strategies Inc. is a small, privately owned corporate RIA that provides portfolio management primarily for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an individual/family client base. Its advisory activity is focused on discretionary portfolio management rather than institutional consulting or multi-state advisory programs. Kamke does not identify itself as an active ESG investor and lists an accounting affiliation among its industry connections.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents11%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities2%
Contacts
2 of 2Paul Kamke
Investment Advisor RepresentativeCRD 7821043
PAUL KAMKE
Senior PartnerCRD 4561729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLOTTESVILLE, VA
ALBEMARLE
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- ALBEMARLE
- Address
- 2119 Berkmar Dr
- Time zone
- ET (UTC-5)
- Office locations
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