Investment adviser · CRD 133319
KLS PROFESSIONAL ADVISORS GROUP, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 21, 2019
- Regulatory AUM
- $5.85B Form ADV · Item 5.F
- Client accounts
- 8,729 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 31 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 754 | $5,725,456,499 | 97.9% |
| Individuals | 208 | $109,772,490 | 1.9% |
| Corporations & businesses | Fewer than 5 | $11,759,252 | 0.2% |
| Charities | Fewer than 5 | $1,752,972 | 0.0% |
Filing source
Form ADV 1330869 · Jun 21, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 21, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
1325 AVENUE OF THE AMERICAS, 14TH FLOORNEW YORK, NY, 10019, United States
CRD 133319
Filing source
Form ADV 1330869 · Jun 21, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.