Klosterman Capital Corp is a large advisory firm based in Carlsbad. It manages $102.09 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Klosterman Capital Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Klosterman Capital Corp is $102.09 million. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Klosterman Capital Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Klosterman Capital Corp performs its advisory services is located at 5973 Avenida Encinas, Carlsbad, CA 92008 The mailing address of the firm is 111 W. Ocean Blvd., Suite 2300, Long Beach, CA 90802. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 760-804-8604 or by fax 760-804-8603. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.klostermancapital.com.