Klaas Financial Asset Advisors Review

Trust Score 86%
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Last updated: July 21st, 2019. Data source: SEC filings.

Klaas Financial Asset Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 8 advisors. Klaas Financial Asset Advisors manages $312.6 million and provides investment advisory services for 946 clients (1:119 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $330,477
Hybrid Advisor Yes
Disciplinary History No
Total AUM $312.6 million
Advisor / Client Ratio 1:119
Headquarters 4707 Perry Ridge Lane Loves Park, IL 61111
SEC Filings Forms and Brochures    (CRD # 121399)
State(s) Registered AZ, CO, FL, IL, IA, MI, MN, MO, NE, NC, SC, TN, TX, WI

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