The firm was founded in 2012 as a regulated fixed income company. In 2018, the regulated bonds were all sold and the capital was returned to clients. The firm is now a privately owned buy and hold institution investing in stocks, bonds (Corporates, municipal bonds, and preferred stock), and agency mortgage-backed securities.
The firm is located in Overland Park, KS. phone: 913-617-2987
Email: Andy.Kaaz@kaazholding.com
Managing member: James Andrew Kaaz
