Kai Advisors

Kai Advisors (CRD# 137833) is a financial advisory firm headquartered in , . They manage $53,566,823 in 328 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/kaiadvisors/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $163,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Kai Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Ajay Kaisth, financial advisor Princeton Junction NJ
Ajay Kaisth
CRD#: 2538888
Princeton Junction, NJ

KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.

 

Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORS designee.

 

He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as a study group leader. He is also a member of the Financial Planning Association (FPA) as well as the FPA NJ Chapter. He also participates in the Mercer County Estate Planning Council. 

Ajay has been a speaker at NAPFA study groups and conferences, has served on FPA NJ committees, and has been quoted in periodicals such as Kiplingers, Inc., Wall Street Journal, Investment News, Financial Planning as well as by Reuters and WSJ.com.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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