Kaiser Partner Financial Advisors Ltd.
Kaiser Partner Financial Advisors Ltd. (CRD# 149431) is a financial advisory firm headquartered in Zürich, . They manage $296,638,837 in 154 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management297MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$1,926,226
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AZ, CA, FL, IL, LA, MA, NJ, NY, TX, VA
Sandra Louw (CRD# 6178202) is an Investment Advisor Representative working at Kaiser Partner Financial Advisors Ltd. in Zürich, and has 1 year of experience in the finance industry.