Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > miami beach > KERRISDALE ADVISERS, LLC
KERRISDALE ADVISERS, LLC
1000 5th Street
Suite 401
Miami Beach, Florida 33139
Tel: 212-792-7999
About KERRISDALE ADVISERS, LLC
KERRISDALE ADVISERS, LLC, formally registered with the SEC as KERRISDALE ADVISERS, LLC. The firm was established in 03/27/2012. They have over 1 offices throughout the country.
KERRISDALE ADVISERS, LLC is a Miami Beach, Florida based Financial Planning firm with nearly $536,508,194 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160804 |
| SEC# | 801-73986 |
| Assets Managed by Firm | $536,508,194 |
| No. of Clients | 4 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $536,508,194 |
More Retirement Planning firms in Miami Beach, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Miami Beach, Florida