RIA Intelligence

KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES

Legal name: CAISSA WEALTH STRATEGIES

CRD #150458 SEC #801-114229 BLOOMINGTON, MN 612-426-6007
SEC Registered
Total AUM
$286.3M
Discretionary
$284.3M
Employees
10
Clients
10
Accounts
593

No personnel data available for this firm