Kabr Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Kabr Management, LLC
Overview
Kabr Management, LLC is a financial advisor company that has its headquarters in Ridgefield Park, New Jersey. It manages $617.6 million in assets throughout eight accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). The company has a small group, including 9 financial advisors. Kabr Management, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, bonds and equities.
Kabr Management, LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring the customer's consent. The firm's average account size is $77.2 million. An average advisor at Kabr Management, LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.
Kabr Management, LLC's main office is located at 100 Challenger Rd., Ridgefield Park, New Jersey 7660. It is legally registered to provide services to customers in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kabr Management, LLC by the Numbers
$617.6 million
9
8
$77.2 million
Fee Structure
A financial advisor's fees are based on the financial services provided. Fee types charged by the firm may include the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Kabr Management, LLC works with pooled investment vehicles. Out of its eight accounts, Kabr Management, LLC's largest client group by number of accounts is pooled investment vehicles. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Kabr Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.