Overview
Assets Under Management: $433 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 28
Average Client Assets: $15 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.75
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 77
Discretionary Accounts: 48
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 285582
Last Filing Date: 2025-02-28 00:00:00
Website: HTTP://WWW.KLOSTERS-CAPITAL.COM