Robert
Kemp

Kemp Financial Management, LLC

CRD#1854250
Investment Advisor
in Fullerton, CA

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About this Advisor

Robert Kemp is a financial advisor based in Fullerton, California, working with Kemp Financial Management, LLC. Robert has previously held positions at Robert J. Kemp Realty, Kemp Financial Management, LLC, and Sagepoint Financial, Inc. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Robert is part of Kemp Financial Management, LLC, which operates out of Fullerton, California. The firm has 3 employees and manages assets totaling $230.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Kemp Financial Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2286 N. State College Blvd.
Fullerton, CA 92831

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Kemp Financial Management, LLC Brokerage Details

Total Assets Under Management

$229,965,525

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

539

CA Average: 3,727
Average Account Size

$426,652

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Kemp Work History

1996 - Present (28 years)

Kemp Financial Management, LLC

1990 - Present (34 years)

Robert J. Kemp Realty

2009 - 2017 (8 years)

Sagepoint Financial, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Kemp 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 Kemp Financial Management, LLC

Lauren Zuniga
Fullerton, CA
Melissa Clarke
Fullerton, CA
Wyatt Kiedrowski
Fullerton, CA
Robert Kemp
Fullerton, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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