Klocke Capital Group, LLC

Klocke Capital Group, LLC (CRD# 156160) is a financial advisory firm headquartered in Palm Beach, FL. They manage $39,800,000 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $170,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Klocke Capital Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen H. Perraud
CRD#: 4297096
Escondido, CA
93
Wealthminder
score

Stephen Perraud (CRD# 4297096) is an Investment Advisor Representative working at Klocke Capital Group, LLC in Escondido, CA and has over 16 years of experience in the finance industry.

2
Michael D. Leonard
CRD#: 6533772
324 Royal Palm Way, Suite 208, Palm Beach, FL 33480
87
Wealthminder
score

Michael Leonard (CRD# 6533772) is an Investment Advisor Representative working at Klocke Capital Group, LLC in Palm Beach, FL and has 1 year of experience in the finance industry.

3
Matthew T. Klocke
CRD#: 2912243
324 Royal Palm Way, Suite 208, Palm Beach, FL 33480
63
Wealthminder
score

Matthew Klocke (CRD# 2912243) is an Investment Advisor Representative working at Klocke Capital Group, LLC in Palm Beach, FL and has over 19 years of experience in the finance industry.

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