RIA Intelligence

KLAAS FINANCIAL ASSET ADVISORS, LLC.

CRD #121399 SEC #801-79516 LOVES PARK, IL 815-877-8440
SEC Registered
Total AUM
$632.1M
Discretionary
$632.1M
Employees
16
Clients
--
Accounts
2,539

AUM Over Time

DateOct 2025
Total AUM$632.1M
Discretionary$632.1M
Non-Disc.$0
Employees16
Clients31
DateAug 2025
Total AUM$632.1M
Discretionary$632.1M
Non-Disc.$0
Employees13
Clients31
DateMar 2025
Total AUM$632.1M
Discretionary$632.1M
Non-Disc.$0
Employees13
Clients31
DateJan 2025
Total AUM$568.6M
Discretionary$568.6M
Non-Disc.$0
Employees13
Clients24
DateMar 2024
Total AUM$568.6M
Discretionary$568.6M
Non-Disc.$0
Employees13
Clients24
DateOct 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateSep 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateJul 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateJul 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateJun 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateMar 2023
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees13
Clients43
DateOct 2022
Total AUM$521.6M
Discretionary$521.6M
Non-Disc.$0
Employees14
Clients38
DateAug 2022
Total AUM$521.6M
Discretionary$521.6M
Non-Disc.$0
Employees14
Clients38
DateAug 2022
Total AUM$521.6M
Discretionary$521.6M
Non-Disc.$0
Employees14
Clients38
DateMar 2022
Total AUM$521.6M
Discretionary$521.6M
Non-Disc.$0
Employees14
Clients38
DateNov 2021
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees15
Clients33
DateOct 2021
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees15
Clients33
DateMar 2021
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees15
Clients33
DateJan 2021
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateSep 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateAug 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateJul 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateJun 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateJun 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateMar 2020
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees11
Clients38
DateMar 2019
Total AUM$312.6M
Discretionary$312.6M
Non-Disc.$0
Employees9
Clients64
DateSep 2018
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees16
Clients42
DateSep 2018
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees16
Clients42
DateMay 2018
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees16
Clients42
DateApr 2018
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees16
Clients42
DateMar 2018
Total AUM$279.3M
Discretionary$279.3M
Non-Disc.$0
Employees16
Clients42
DateJan 2018
Total AUM$284M
Discretionary$231M
Non-Disc.$53M
Employees16
Clients0
DateDec 2017
Total AUM$284M
Discretionary$231M
Non-Disc.$53M
Employees13
Clients0
DateJun 2017
Total AUM$284M
Discretionary$231M
Non-Disc.$53M
Employees13
Clients1,200
DateMar 2017
Total AUM$284M
Discretionary$231M
Non-Disc.$53M
Employees13
Clients1,200
DateFeb 2017
Total AUM$234M
Discretionary$190M
Non-Disc.$44M
Employees15
Clients1,200
DateMar 2016
Total AUM$234M
Discretionary$190M
Non-Disc.$44M
Employees15
Clients1,200
DateMar 2016
Total AUM$234M
Discretionary$190M
Non-Disc.$44M
Employees15
Clients1,200
DateJan 2016
Total AUM$214.2M
Discretionary$171.5M
Non-Disc.$42.8M
Employees16
Clients1,200
DateJun 2015
Total AUM$214.2M
Discretionary$171.5M
Non-Disc.$42.8M
Employees16
Clients1,200
DateApr 2015
Total AUM$214.2M
Discretionary$171.5M
Non-Disc.$42.8M
Employees16
Clients1,200
DateMar 2015
Total AUM$214.2M
Discretionary$171.5M
Non-Disc.$42.8M
Employees16
Clients1,200
DateFeb 2015
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees15
Clients900
DateNov 2014
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees15
Clients900
DateApr 2014
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees15
Clients900
DateApr 2014
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees15
Clients900
DateMar 2014
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees15
Clients900