$110MM AUM | $800,000 GDC in Princeton, NJ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Princeton, NJ, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
200
Avg Client Age
45
Overview

As part of our holistic approach to our client’s net worth management, the professionals at Kubhera aim to provide a consolidated, well thought-out, tax savvy wealth management solution with a focused goal of allowing our clients to retain and grow their hard-earned assets.
We recognize the need to maintain and enhance our technical skills, as well as an awareness to navigate the complexities and uncover opportunities that will enable you to achieve your planned goals. At Kubhera, our objective is to approach your wealth planning with unsurpassed detail and creative possibilities, looking at every angle for growth and savings.
By looking ahead and carefully planning, our professional team takes steps to ensure maximization of your assets while minimizing the tax effect. We actively review our client investments and practices, looking for efficient ways to increase their net worth.
We work with clients from the inception of our relationship and engage them in the planning and decision processes. Our clients enjoy the full benefit of our commitment to total quality and our focus on economic and market conditions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...