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KERA CAPITAL PARTNERS, INC.
KERA CAPITAL PARTNERS, INC.
KERA CAPITAL PARTNERS
SAN JOSE, California
·
3 registered advisors
·
CRD# 312875
SEC# 801-120454
2
408-668-2201
01
Firm Overview
AUM
$761M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at KERA CAPITAL PARTNERS, INC.
3 registered advisors
Bryan Buchert
SAN JOSE, California
CRD# 6313198
G-Woon Choe
SAN JOSE, California
CRD# 4626417
Michael Patrick Mccabe
SAN JOSE, California
CRD# 6853524
05
Office Locations
SAN JOSE, California
3 advisors
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Data sourced from SEC Form ADV filings. KERA CAPITAL PARTNERS, INC. (CRD# 312875) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.