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Kimberly R Portmann

KALMAR INVESTMENT ADVISERS·WILMINGTON, Delaware
Clean recordKALMAR INVESTMENT ADVISERS
BARLEY MILL HOUSE, WILMINGTON, DE 19807CRD# 4933274Firm CRD# 106282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly R Portmann · WILMINGTON, DE
Registration
CRD #4933274 · KALMAR INVESTMENT ADVISERS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly R Portmann is a registered financial advisor based in WILMINGTON, Delaware, affiliated with KALMAR INVESTMENT ADVISERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
KALMAR INVESTMENT ADVISERS
KALMAR INVESTMENT ADVISERS
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at KALMAR INVESTMENT ADVISERS →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4933274
Firm CRD# 106282
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly R Portmann offer?
Kimberly R Portmann specializes in Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Kimberly R Portmann's credentials?
Kimberly R Portmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly R Portmann located?
Kimberly R Portmann is based in WILMINGTON, Delaware, working with KALMAR INVESTMENT ADVISERS. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Kimberly R Portmann charge for services?
Kimberly R Portmann's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KALMAR INVESTMENT ADVISERS?
KALMAR INVESTMENT ADVISERS has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KALMAR INVESTMENT ADVISERS

Avery Lowell Draper
WILMINGTON, DE
Brian Dougherty Draper
WILMINGTON, DE
Cynthia Ann Richards
WILMINGTON, DE
Ford Bowman Draper
WILMINGTON, DE
Gregory Scott Travers
WILMINGTON, DE
Gregory Xavier Falcon
WILMINGTON, DE

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Nearby cities in Delaware
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Research
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