Korr Acquisitions
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Overview
Korr Acquisitions operates as a financial advisor company based in Westbury, New York. It controls $220.1 million in assets under management over two customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The company has a small team, including 1 financial advisor. Korr Acquisitions is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and stocks.
Korr Acquisitions oversees all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments without needing client approval. The company administers roughly $110.1 million for each customer account. An average advisor at Korr Acquisitions manages about two client accounts, making it one of the most personalized firms in the country.
The company's main office is located at 1400 Old Country Road, Westbury, New York 11590. The company is registered to provide services to clients across 5 states, including California, Florida, Michigan, New Jersey and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Korr Acquisitions by the Numbers
$220.1 million
4
2
$110.1 million
Fee Structure
Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Korr Acquisitions likely consist of the following fee types: asset-based, fixed or performance-based. Korr Acquisitions does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to pooled investment vehicles and other. Out of its two accounts, Korr Acquisitions's biggest client is other. None of the company's customers are non-U.S. persons.
- 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.
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Disclosures
Korr Acquisitions does not have any disclosures.
Please visit its Form ADV for more details.
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