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Paul Kamke

Advisor at Kamke Investment Strategies Inc.

Updated today

Location

West Nyack, NY 10994

Credentials

Series 65

Industry experience

10 years

About

Paul Kamke is a financial advisor at Kamke Investment Strategies Inc. with 10 years of industry experience. He holds a Series 65 designation and is also a partner in Kamke & Daley LLP, a CPA firm serving high-net-worth taxpayers. Additionally, he operates Rockland Travel & Cruises, a travel business he has run since 1991. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $80 million, focusing on personalized portfolio management that combines fundamental and technical analysis with a variety of investment strategies.

Client services

Based on Kamke Investment Strategies Inc.

Portfolio management

Expertise

Based on Kamke Investment Strategies Inc.

Active portfolio management

Fee options

Percentage

$0 - $300,000: 1.25% $300,000 - $2 million: 1.00% $2 million - $4 million: 0.75% $4 million+: 0.50%

Other

Account minimum: $200,000 Fee-only: Annual fees charged as a percentage of assets under management according to tiered schedule; no commissions or performance-based fees.

Location

2 Crosfield Avenue, Suite 420

West Nyack, NY 10994

Most active in

New York · Virginia

Work history

Kamke & Daley LLP

1999 - Present (27 years)

Kamke Investment Strategies Inc.

1996 - Present (30 years)

Rockland Travel & Cruises

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Divorce financial planning
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Antonio T

CFP®, Series 63

White Plains, NY

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Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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