Klocke Capital Group, LLC

Klocke Capital Group, LLC (CRD# 156160) is a financial advisory firm headquartered in Palm Beach, FL. They manage $83,976,635 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
324 Royal Palm Way, Suite 208, Palm Beach, FL 33480
https://twitter.com/klockecapital
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $381,712
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
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Klocke Capital Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Klocke, financial advisor Palm Beach FL
Matthew T. Klocke
CRD#: 2912243
324 Royal Palm Way, Suite 208, Palm Beach, FL 33480

Matthew Klocke (CRD# 2912243) is an Investment Advisor Representative working at Klocke Capital Group, LLC in Palm Beach, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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