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Building 2KAUFMAN KAMPE ADVISORS

Map pinMERCER ISLAND, WA
Phone206-275-2277
NotebookSEC #801-112377
Total AUM
$154.6M
Employees
2
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7525 SE 24TH STREET
SUITE 670
MERCER ISLAND
WA 98040
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
206-275-2277
Other Offices
2

ReceiptFinancials

Total AUM
$154.6M
Accounts
325
Discretionary
$154.6M
Accounts
325
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$18.2M
HNW Individual Clients
57
AUM
$125.6M
Charitable Organization Clients
1
AUM
$10.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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