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Loran Michele Kaufman

KAUFMAN KAMPE ADVISORS LLC·MERCER ISLAND, Washington
Clean recordKAUFMAN KAMPE ADVISORS LLC
7525 SE 24TH STREET, MERCER ISLAND, WA 98040CRD# 1289038Firm CRD# 144504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loran Michele Kaufman · MERCER ISLAND, WA
Registration
CRD #1289038 · KAUFMAN KAMPE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Loran Michele Kaufman is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with KAUFMAN KAMPE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KAUFMAN KAMPE ADVISORS LLC
KAUFMAN KAMPE ADVISORS
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KAUFMAN KAMPE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1289038
Firm CRD# 144504
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loran Michele Kaufman offer?
Loran Michele Kaufman specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Loran Michele Kaufman's credentials?
Loran Michele Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loran Michele Kaufman located?
Loran Michele Kaufman is based in MERCER ISLAND, Washington, working with KAUFMAN KAMPE ADVISORS LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Loran Michele Kaufman charge for services?
Loran Michele Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAUFMAN KAMPE ADVISORS LLC?
KAUFMAN KAMPE ADVISORS LLC has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KAUFMAN KAMPE ADVISORS LLC

Valerie Marie Kampe
MERCER ISLAND, WA

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