KLS Professional Advisors Group

Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


KLS Professional Advisors Group, federally registered in 2004, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 7 advisors. KLS Professional Advisors Group manages $5.8 billion and provides investment advisory services for 967 clients (1:139 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $6,048,336
Hybrid Advisor No
Disciplinary History No
Total AUM $5.8 billion
Advisor / Client Ratio 1:139
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 133319)
State(s) Registered CA, CO, CT, DC, FL, GA, IL, LA, MD, MA, NH, NJ, NM, NY, PA, SC, TX, VA, WA

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