Klocker Investment Advisers

Overview

Klocker Investment Advisers is structured as a limited liability company that provides portfolio management services to individuals and small businesses. The firm serves retail clients and family households and charges clients via a mix of asset-based fees, hourly billing and, in some cases, performance-based fees. It does not present itself as an ESG-focused manager, and its registration footprint indicates it operates as a single-state adviser rather than a multistate platform. Advisory activity centers on discretionary portfolio management for individual and family clients; the firm’s reported assets are entirely discretionary. No public information was provided about institutional or pension consulting services.

Assets & Accounts

Investments & Alternatives