Kellogg Wealth Advisors, Inc.
Kellogg Wealth Advisors, Inc. (CRD# 144514) is a financial advisory firm headquartered in Studio City, CA. They manage $8,145,429 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$226,262
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kellogg Wealth Advisors, Inc.
1
Peter Criswell (CRD# 4661726) is an Investment Advisor Representative working at Kellogg Wealth Advisors, Inc. in Studio City, CA and has over 20 years of experience in the finance industry.
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