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Kasmat Risk Management, Llc.

Kasmat Risk Management, Llc.. CRD 152390

Kasmat Risk Management, Llc. logo

CRD: 152390

Kasmat Risk Management, Llc.

Coral Springs, FL
9543044674
www.kasmat.com
$29.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
--
Established Date
03-24-2010
Office Locations
1

Office Locations

-- Coral Springs FL

About Kasmat Risk Management, Llc.

KASMAT Risk Management, LLC (Coral Springs, FL) provides risk management and insurance-focused financial planning for individuals, corporations, and nonprofits, with investment planning/asset allocation and portfolio construction (primarily public funds/mutual funds), plus tax and estate planning support. Operates across retail and institutional channels and supports custody through firms such as Charles Schwab. Offers online quote-and-buy capability via its website.

Team overview

-- AVG AGE
$29.4M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

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Asset Classes

Peak peak Atlas

Investment Themes

Atlas capital Harbor Legacy vital

Investment Vehicles

Foundation

Services

Matrix Matrix harbor Matrix momentum Pathway radial Beacon legacy Fusion Focus Vector delta

Owner & Executives

J

JORDAN FRANK BARLETTA

President

CRD
#4599766
Ownership
75% or more
(399) 505-9323
radial.pioneer@insightcapital.com
in linkedin.com/in/fusion-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $29,386,591 --
Total $29,386,591 --

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Separately Managed Accounts

Total SMA Asset: $29,386,591

$29.4M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $1,579,649,517 100.0%
Total $1,579,649,517 100.0%

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