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- Custodian
- Merrill Lynch ยท UBS
- Clients
- Retail
- Platforms
- Crest signalValue +more
- Established Date
- 10-18-2010
- Office Locations
- 1
Office Locations
About Kuli Capital Management
Cerity Partners is an independent wealth management firm providing financial planning, tax planning/preparation, investment solutions, and retirement plan expertise for individuals and families, corporate leaders and business owners, and nonprofit finance committees. The firm has expanded its advisory footprint through mergers with SOL Capital Management (Maryland) and Austin Private Wealth (Texas), strengthening its investment and advisory capabilities.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER JOHN KULIGOWSKI
Chief Compliance Officer, Managing Member, President
- CRD
- #2611366
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $311,737,504 | 5.0% |
| Cash | $1,240,715,265 | 19.9% |
| U.S. Government/Agency | $1,265,654,266 | 20.3% |
| Corporate - Investment Grade | $1,814,312,272 | 29.1% |
| Corporate - Non-Investment Grade | $1,602,330,770 | 25.7% |
| Total | $6,234,750,077 | 100.0% |