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Klaas Financial Asset Advisors, LLC.

● SEC registered since 2014CRD 121399SEC# 801-79516Loves Park, IL
Export (members)
Reg. AUM
$632.1M
Employees
13
Accounts
2,539
Location
Loves Park, IL

Klaas Financial Asset Advisors, LLC. assets under management

Klaas Financial Asset Advisors, LLC. is a registered investment adviser overseen by the SEC based in Loves Park, IL. The firm has been registered since 2014. It reports $632.1 million in regulatory assets under management and employs 13 people.
x.com/klaasfinancialView on SEC.gov ↗

Klaas Financial Asset Advisors, LLC. owners & executives

8 reported
NameTitleOwnershipSince
Craig Jared Klaas ControlCeo, President, Member25-50%2014
Eric James SchwartzMemberUnder 5%2024
Joshua Eric StirlingChief Investment Officer, MemberUnder 5%2024
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Frequently asked questions

How much does Klaas Financial Asset Advisors, LLC. manage?

Klaas Financial Asset Advisors, LLC. reports $632.1 million in regulatory assets under management on its Form ADV.

How many employees does Klaas Financial Asset Advisors, LLC. have?

Klaas Financial Asset Advisors, LLC. reports 13 employees.

Where is Klaas Financial Asset Advisors, LLC. located?

Klaas Financial Asset Advisors, LLC. is based in Loves Park, IL and has been SEC-registered since 2014.

Does Klaas Financial Asset Advisors, LLC. disclose fund performance?

Klaas Financial Asset Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4707 Perry Ridge Lane, Loves Park, IL 61111
Phone815-877-8440
Fax815-877-6807
Office hoursM-Th 8a.m.-5p.m., F 8a.m.-3p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$632.1M
Non-discretionary$0
Total (RAUM)$632.1M