This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy matrix
- Established Date
- 06-15-2021
- Office Locations
- 1
Office Locations
About PK Quantitative Investing, LLC
PK Quantitative Investing is an independent, owner-led RIA using data-driven, quantitative strategies for portfolio management and asset allocation aligned to client goals, objectives, and constraints. Founder Phillip B. Kaiser serves as primary advisor and portfolio manager (CFP, CFA, CMT). Portfolios are custodied at Charles Schwab and may incorporate mutual funds and ETFs alongside fixed income and alternatives.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP BERNARD ANTHONY KAISER
Chief Compliance Officer, Managing Member, Senior Financial Advisor
- CRD
- #6454303
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,680,129 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,680,129 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,680,129
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,305,539,088 | 48.9% |
| Cash | $736,817,506 | 10.9% |
| Equity - Exchange | $2,717,437,042 | 40.2% |
| Total | $6,759,793,636 | 100.0% |