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KPC TERRAPIN GROUP LLC
1185 Avenue Of The Americas
3rd Floor
New York, New York 10036
Tel: (212) 710-4111
About KPC TERRAPIN GROUP LLC
KPC TERRAPIN GROUP LLC, formally registered with the SEC as KPC TERRAPIN GROUP LLC. The firm was established in 05/02/2017. They have over 1 offices throughout the country.
KPC TERRAPIN GROUP LLC is a New York, New York based Financial Planning firm with nearly $40,949,000 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285526 |
| SEC# | 801-108868 |
| Assets Managed by Firm | $40,949,000 |
| No. of Clients | 16 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $40,949,000 |
| Individuals (other than high net worth individuals) | 5 | $1,127,000 |
| High net worth individuals | 11 | $39,822,000 |
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