K
CRD: 291436
Kubo Financial Planning AND Investments, LLC
Edina, MN, 55435
6127028233
$31.2M Total AUM
$31.2M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-19-2018
- Office Locations
- 1
Office Locations
200 Southdale Center Edina MN
About Kubo Financial Planning AND Investments, LLC
Kubo Financial Planning AND Investments, LLC is a Edina-based RIA. The firm has been operating for 8 years. Managing $31.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$31.2M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Request access to benchmark trends tied to alpha.
See the complete signal summary connected to vertex legacy.
Request access to benchmark trends tied to quantum.
See the complete signal summary connected to zenith legacy.
Upgrade to reveal position-level detail across glacier delta.
See the complete signal summary connected to unison.
Unlock to see real insight on ember horizon.
Full visibility includes strategy notes for ridge vertex.
Asset Classes
Value capital Timber catalyst
Client Personas
Element catalyst
Investment Themes
Unison value
Investment Vehicles
Catalyst value
Services
Beacon Vector Foundation fusion Peak Foundation insight
Owner & Executives
S
SPENCER J KUBO
Chief Compliance Officer, Principal
- CRD
- #5963754
- Ownership
- 75% or more
(419) 535-5893
oak.glacier@unisoncapital.com
in linkedin.com/in/pioneer-delta
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,219,929 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,219,929 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $31,219,929
Equity - Exchange:
29.9% U.S. Government/Agency:
17.0% Cash:
21.8% Corporate - Investment Grade:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,473,275 | 29.9% |
| U.S. Government/Agency | $399,968,083 | 17.0% |
| Cash | $512,900,247 | 21.8% |
| Corporate - Investment Grade | $736,411,823 | 31.3% |
| Total | $2,352,753,428 | 100.0% |