Kangpan & Co
Firm details
- Headquarters
- ,
- CRD number
- 337585
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.56%
- Individuals9.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Kangpan & Co. is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, and publishing periodic investment commentary. The firm charges a mix of percentage-of-assets, hourly, and fixed fees and is not positioned as a capital allocator. It does not identify as an ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities79%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
1 of 1
Nathaniel Kangpan
Founder and CEOCRD 5391304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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