Kam-south, LLC (CRD# 158174) is a financial advisory firm headquartered in Atlanta, GA. They manage $80,175,600 in 161 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$497,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Christian Koch (CRD# 2485534) is an Investment Advisor Representative working at Kam-south, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Christian Koch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Clark (CRD# 5063933) is an Investment Advisor Representative working at Kam-south, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.