Kaiser Partner Financial Advisors Ltd.

Kaiser Partner Financial Advisors Ltd. (CRD# 149431) is a financial advisory firm headquartered in Zürich, . They manage $689,897,170 in 266 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    690
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $2,593,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX, WA

Financial Advisors at Kaiser Partner Financial Advisors Ltd.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.