Assets Under Management
$808.1M
Number of Clients
282
Number of Advisors
11
Average Client AUM
$2.9M
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kera Capital Partners, Inc. offers discretionary and non-discretionary investment management, consulting services on various financial topics, and manages pooled investment vehicles. They tailor services to client needs, focusing on building, managing, and preserving wealth. They also offer retirement plan services.
1760 the Alameda, San Jose, CA, 95126