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Kld Investment Management, LLC (Roseburg)


Kld Investment Management, LLC is a large advisory firm based in Roseburg. It manages $45.43 million of regulatory assets for 554 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

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Kld Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kld Investment Management: assets under management

The assets under management (AUM) of Kld Investment Management, LLC is $45.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kld Investment Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roseburg

The principal office where Kld Investment Management, LLC performs its advisory services is located at 738 Se Kane, Roseburg, OR 97470, 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 541-672-3469 or by fax 541-672-1610. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.kldfinancial.com.


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