Kangpan & Co
RIASEC Registered
Total AUM
$12.3M
Discretionary
$12.3M
100% of AUM
Avg account
$534K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337585
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.58%
- Individuals8.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Kangpan & Co. is a small, privately owned limited liability advisory firm that provides financial planning, portfolio management for individuals and small businesses, and produces periodic publications or newsletters. The firm charges clients using a mix of percentage-of-AUM fees, hourly rates, and fixed-fee engagements. It is organized under individual ownership, is not registered as a multi-state or pension consultant adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Nathaniel Kangpan
Founder and CEOCRD 5391304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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