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KAISER PARTNER FINANCIAL ADVISORS LTD.
CRD 149431 · SEC 801-70234
16 FREIGUTSTRASSE, ZÜRICH, CA, 8002, Switzerland
Phone
+41 44 752 51 52
Fax
+41 44 752 51 53
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.76B
Discretionary AUM
$326.9M
Team
6 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $13.9M |
| High net worth individuals | 111 | $446.0M |
| Corporations/business entities | 73 | $1.29B |
States served
CA, DE, NV, NY, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD