Klaas Financial Asset Advisors, LLC
Firm details
- Headquarters
- Loves Park, Illinois
- CRD number
- 121399
- Registered since
- April 9, 2014
- Website
- klaasfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI51.64%
- Individuals48.2%
- Corporations / Businesses0.15%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Klaas Financial Asset Advisors, LLC is an independently owned RIA that operates as a capital allocator for individual and family clients. The firm is registered with the SEC (registered in 2014) and offers a mix of fee arrangements including a percentage of AUM, hourly fees, fixed fees and other billing structures. Its advisory services span financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support, and investor education through periodicals and seminars. The firm does not identify as an active ESG investor. Klaas Financial was listed among FA Magazine’s Top RIA Firms in 2020.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$1B in ETFs
40%
$421M
15%
$626M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $231M | 2,571,609 | 22.04% |
Location
Loves Park, IL
Winnebago
Location
Loves Park, IL
Headquartered in Loves Park, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.
- Metro area
- Rockford-Freeport-Rochelle, IL
- Region
- Midwest
- County
- Winnebago
- Address
- 4707 Perry Ridge Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Dibenedetto & Associates Ltd
RIALoves Park, IL
Harvest Investment Services, LLC
RIAOakbrook Terrace, IL
Intentgen Financial Partners
RIANaperville, IL
Moller Wealth Partners
RIANorthfield, IL
Total Clarity Wealth Management, Inc
RIASaint Charles, IL
Air Asset Management
RIAChicago, IL