Kilzer Wealth Management
Kilzer Wealth Management (CRD# 134100) is a financial advisory firm headquartered in Carmel, CA. They manage $11,876,171 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts43ACCOUNTS
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Average Account Value$276,190
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kilzer Wealth Management
1
Barry Kilzer (CRD# 4968508) is an Investment Advisor Representative working at Kilzer Wealth Management in Carmel, CA and has 1 year of experience in the finance industry.
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