Kasmat Risk Management, LLC
Kasmat Risk Management, LLC (CRD# 152390) is a financial advisory firm headquartered in , . They manage $3,259,277 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$814,819
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Barletta (CRD# 4599766) is an Investment Advisor Representative working at Kasmat Risk Management, LLC in Coral Springs, FL and has over 9 years of experience in the finance industry. Jordan Barletta 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.