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KUBHERA ENTERPRISES LLC
742 Alexander Road, Suite 305
Princeton, New Jersey 08540
Tel: 609-799-5900
About KUBHERA ENTERPRISES LLC
KUBHERA ENTERPRISES LLC, formally registered with the SEC as KUBHERA ENTERPRISES LLC. The firm was established in 12/03/2018. They have over 1 offices throughout the country.
KUBHERA ENTERPRISES LLC is a Princeton, New Jersey based Financial Planning firm with nearly $239,000,000 assets under management, offering retirement planning & investment advisory services to 822 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151619 |
| SEC# | 801-114374 |
| Assets Managed by Firm | $239,000,000 |
| No. of Clients | 822 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 822 | $239,000,000 |
| Individuals (other than high net worth individuals) | 50 | $22,000,000 |
| High net worth individuals | 203 | $172,000,000 |
| Pension and profit sharing plans | 17 | $25,000,000 |
| Corporations or other businesses | 25 | $20,000,000 |
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