Klocke Capital Group LLC

EST. AUM
$98,457,187

CONTACTS
1

CLIENT ACCOUNTS
221

Firm Details

Metro area West Palm Beach
CRD Number 156160
Website klockecapital.com
Client types

Overview

Klocke Capital Group is an independent, fee-only Registered Investment Advisor (RIA) based in Amherst, New York. The firm provides personalized financial planning and discretionary investment management services, primarily serving high-net-worth individuals and families. Their approach emphasizes a fiduciary standard of care, focusing on long-term goal attainment through customized asset allocation and retirement income strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Klocke Capital Group LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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