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Building 2KEMP FINANCIAL MANAGEMENT, LLC

Map pinFULLERTON, CA
Phone714-257-0800
NotebookSEC #801-66565
Total AUM
$230M
Employees
3
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2286 N. STATE COLLEGE BLVD.
FULLERTON
CA 92831
United States
Operating Hours
8:00 AM TO 5:00 PM MON-THURS; 8:00 - 3:00 FRI
Monday - Friday
Phone
714-257-0800

ReceiptFinancials

Total AUM
$230M
Accounts
539
Discretionary
$0
Accounts
0
Non-Discretionary
$230M
Accounts
539

ContactClients

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Individual Clients
156
AUM
$53.5M
HNW Individual Clients
120
AUM
$163.7M
Pension/Profit Sharing Plan Clients
7
AUM
$11.1M
Charitable Organization Clients
5
AUM
$1.4M
Corporation or Business Clients
1
AUM
$251.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDTX

HandshakeAffiliates

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

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