CRD: 323675
Charles Kasner Registered Investment Advisor LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-05-2023
- Office Locations
- 1
Office Locations
About Charles Kasner Registered Investment Advisor LLC
Charles Kasner Registered Investment Advisor LLC is a Florida-based RIA providing investment portfolio management, financial planning, and consulting. The firm builds customized, long-term portfolios using in-house research and fundamental analysis, focusing on diversified U.S. stocks, bonds, and ETFs plus treasuries and cash equivalents, and avoids illiquid/alternative investments; custody includes Charles Schwab.
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Owner & Executives
CHARLES IAN KASNER
Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4577178
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,172,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,172,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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