Kasmat Risk Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152390
- Website
- www.kasmat.com
- Custodians
- STANCORP FINANCIAL GROUP (THE STANDARD)
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans91.42%
- Individuals8.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kasmat Risk Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm does not position itself as a capital allocator or an ESG investor and is not registered as a multi-state adviser or pension consultant. Kasmat lists an industry affiliation with an insurance company, which aligns with its use of annuity products.
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1Jordan Barletta
PresidentCRD 4599766
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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