K
CRD: 113656
KL Zech Investments
Parker, CO
3038401435
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Parker CO
About KL Zech Investments
KL Zech Investments is a Parker-based RIA. The firm has been operating for 27 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Asset Management.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$263.4K AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Radial Harbor prime Unison ember
Investment Themes
Horizon delta
Investment Vehicles
Horizon radial
Services
Unison
Owner & Executives
K
KEVIN LAVERNE ZECH
Owner
- CRD
- #1052038
- Ownership
- 75% or more
(848) 792-4024
oak.wave@embercapital.com
in linkedin.com/in/momentum-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,008,591 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,008,591 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,008,591
Equity - Exchange:
13.9% U.S. Government/Agency:
35.6% Cash:
8.2% Municipal Bonds:
42.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $365,307,982 | 13.9% |
| U.S. Government/Agency | $935,608,933 | 35.6% |
| Cash | $215,505,428 | 8.2% |
| Municipal Bonds | $1,111,692,636 | 42.3% |
| Total | $2,628,114,979 | 100.0% |