KLOSTERS CAPITAL

848 Brickell Avenue
Suite 750
Miami, Florida 33131
Tel: 305-907-3421

About KLOSTERS CAPITAL

KLOSTERS CAPITAL, formally registered with the SEC as KLOSTERS CAPITAL. The firm was established in 11/10/2016. They have over 1 offices throughout the country.

KLOSTERS CAPITAL is a Miami, Florida based Financial Planning firm with nearly $432,701,634 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285582
SEC#	801-108620
Assets Managed by Firm	$432,701,634
No. of Clients	77
No. of Advisors	8

Fee Structure

A percentage of AUM
Other (CONSULTING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	77	$432,701,634
Individuals (other than high net worth individuals)	17	$9,729,133
High net worth individuals	28	$422,972,501

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