Kenneth
Vander Kooi
Scharf Investments, LLC
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About this Advisor
Kenneth Vander Kooi is a financial advisor working out of Los Gatos, California who has 10 years of relevant experience. Vander Kooi is on the advisory team at Scharf Investments, LLC. They have spent all of their time as a financial advisor at Scharf Investments, Llc. Vander Kooi has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in California. Scharf Investments, LLC is a firm operating out of Los Gatos, CA. The company has a total of 25 people on staff. It oversees $4 billion in total assets between its 1,522 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 1,522 client accounts, 93% are held by high-net-worth investors who have more than $1 million in assets. Scharf Investments, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which services are provided. Fee types billed by Scharf Investments, LLC may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scharf Investments, LLC Brokerage Details
$3,844,685,816
25
1,522
$2,526,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Kenneth Vander Kooi Work History
Kenneth has been registered as a financial advisor for 10 years.*
Scharf Investments LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Vander Kooi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scharf Investments, LLC
Los Gatos, CA
Jacksonville, FL
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
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.
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