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Building 2DAVID R. KERN ASSET MANAGEMENT

Map pinHUNTERTOWN, IN
Phone260-637-1019
NotebookSEC #801-62815
Total AUM
$13.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16616 LIMA ROAD
HUNTERTOWN
IN 46748
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
260-637-1019

ReceiptFinancials

Total AUM
$13.5M
Accounts
261
Discretionary
$11.2M
Accounts
188
Non-Discretionary
$2.2M
Accounts
73

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINWA

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

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