KLS Professional Advisors Group, LLC

EST. AUM
$5,848,741,213

CONTACTS
7

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 133319
Website klsadvisors.com
Client types

Overview

KLS Professional Advisors Group, LLC offers financial advisory services. The Company provides wealth management, portfolio construction, estate planning, insurance, financial planning, and portfolio management services to individuals, high net worth individuals, pension and profit sharing plans, and corporations. KLS Professional Advisors Group operates in the United States. KLS now rolls up under Boston Private but they still have their own investment committee. There's a lot of shared resources in terms of manager selection and due diligence with the team up in Boston. They cater to law firms, attorneys and high-net-worth investors The firm announced has joined Cerity Partners in the wake of Silicon Valley Bank’s collapse in March 2023

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

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

KLS Professional Advisors Group, LLC

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