Asset Appreciation Management Company LLC

Asset Appreciation Management Company LLC (CRD# 165652) is a financial advisory firm headquartered in , . They manage $1,649,594 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,649,594
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Asset Appreciation Management Company LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Kerr
CRD#: 6131049
Morgan Hill, CA
90
Wealthminder
score

Jeffrey Kerr (CRD# 6131049) is an Investment Advisor Representative working at Asset Appreciation Management Company LLC in Morgan Hill, CA and has over 4 years of experience in the finance industry.

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