Investment adviser · CRD 112603

KUMMER FINANCIAL STRATEGIES, INC.

Investment adviser filing (IA)

HIGHLANDS RANCH, CO, United States · Form ADV filed Dec 11, 2017

Regulatory AUM
$237M
Form ADV · Item 5.F
Client accounts
801
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 11, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

8871 RIDGELINE BLVD., SUITE 100
HIGHLANDS RANCH, CO, 80129, United States

CRD 112603

Filing source

Form ADV 1151638 · Dec 11, 2017 · 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.