Kathmere Capital Management, LLC
Kathmere Capital Management, LLC (CRD# 305118) is a financial advisory firm headquartered in Wayne, PA. They manage $1,840,009,459 in 2,090 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,840MILLION
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Total Number of Accounts2,090ACCOUNTS
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Average Account Value$880,387
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, GA, LA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA
Clare Diamond (CRD# 6209421) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry.
Geoffrey Forcino (CRD# 4859232) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 18 years of experience in the finance industry.
Brian Lynch (CRD# 5373972) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 16 years of experience in the finance industry.
Kevin McDermott (CRD# 4349561) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 23 years of experience in the finance industry.
Michael McDermott (CRD# 2947681) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 26 years of experience in the finance industry.
Nicholas Olesen (CRD# 5103822) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 17 years of experience in the finance industry.
Nicholas Ryder (CRD# 5569802) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 9 years of experience in the finance industry.
Grant Boyle (CRD# 6854042) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 5 years of experience in the finance industry.
Kevin Doyle (CRD# 6047732) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 11 years of experience in the finance industry.
James Leasure (CRD# 7629133) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.