K
CRD: 334364
Klocker Investment Advisers
Sioux Falls, SD
6053763236
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2025
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Klocker Investment Advisers
Klocker Investment Advisers is a Sioux Falls-based RIA. The firm has been operating for 1 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$122.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Investment Themes
Wave
Investment Vehicles
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Services
Glacier
Owner & Executives
No owner records available.
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Unlock allContacts
A
Alex John Klocker
--
- CRD
- #8026785
(817) 247-7075
alpha.optima@glaciercapital.com
in linkedin.com/in/pathway-frontier
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,441,528 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,441,528 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,441,528
U.S. Government/Agency:
29.3% Equity - Exchange:
27.5% Cash:
6.8% Derivatives:
20.9% Corporate - Investment Grade:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $2,247,957,927 | 29.3% |
| Equity - Exchange | $2,109,858,122 | 27.5% |
| Cash | $521,710,372 | 6.8% |
| Derivatives | $1,603,492,173 | 20.9% |
| Corporate - Investment Grade | $1,189,192,760 | 15.5% |
| Total | $7,672,211,354 | 100.0% |