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$24.7M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2017
- Office Locations
- 1
Office Locations
-- Atlanta GA
About THE Klausman Group
THE Klausman Group is a Atlanta-based RIA. The firm has been operating for 9 years. Managing $24.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$883.4K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HENRY MARTIN KLAUSMAN
Financial Advisor, General Partner, Owner
- CRD
- #271217
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,076,979 | -- |
| Non-Discretionary | $4,659,590 | -- |
| Total | $24,736,569 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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