Kpf Global Investment Strategies, LLC is a large advisory firm based in Kensington. It manages $223.74 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Massachusetts, New Hampshire, New York, and Texas.
Kpf Global Investment Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kpf Global Investment Strategies, LLC is $223.74 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kpf Global Investment Strategies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Kpf Global Investment Strategies is high net worth individuals with 36 clients and $198.97 million of assets under management. Among the 10 most similar advisory firms, Kpf Global Investment Strategies has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $220.09 million for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kpf Global Investment Strategies doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kpf Global Investment Strategies, LLC performs its advisory services is located at 178 Drinkwater Rd, Kensington, NH 03833, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-202-9653 or by fax 877-437-8458. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at kpfglobal.com.