Prihlásiť sa Zaregistrujte sa zadarmo

Kole Asset Management, Inc. (Martinsville)


Kole Asset Management, Inc. is a large advisory firm based in Martinsville. It manages $162.16 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

Logo



Kole Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kole Asset Management: assets under management

The assets under management (AUM) of Kole Asset Management, Inc. is $162.16 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $161.95 million in discretionary accounts and $211 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.84 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $211 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kole Asset Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based 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.

Based in Martinsville

The principal office where Kole Asset Management, Inc. performs its advisory services is located at 2106 Arbor Way, Martinsville, NJ 08836, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-805-0005 or by fax 732-805-0211. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.koleasset.com.


Registered investment advisers similar to Kole Asset Management, Inc.