KATHMERE CAPITAL MANAGEMENT, LLC

435 Devon Park Drive
Suite 715
Wayne, Pennsylvania 19087
Tel: 610-989-3900

About KATHMERE CAPITAL MANAGEMENT, LLC

KATHMERE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as KATHMERE CAPITAL MANAGEMENT, LLC. The firm was established in 08/22/2019. They have over 1 offices throughout the country.

KATHMERE CAPITAL MANAGEMENT, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $1,840,009,459 assets under management, offering retirement planning & investment advisory services to 2090 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305118
SEC#	801-117215
Assets Managed by Firm	$1,840,009,459
No. of Clients	2090
No. of Advisors	17

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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2090	$1,840,009,459
Individuals (other than high net worth individuals)	379	$160,360,664
High net worth individuals	227	$1,080,605,332
Pension and profit sharing plans	56	$400,854,868
Charitable organizations	6	$20,691,578
Corporations or other businesses	15	$177,441,065

More Retirement Planning firms in Wayne, Pennsylvania:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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