Kary Bartmasser, financial advisor Beverly Hills CA

Kary Bartmasser

CRD Number: 4880672
Current Firm: Kb Private Wealth Management Group

Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Kb Private Wealth Management Group in Beverly Hills, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Kb Private Wealth Management Group LLC Beverly Hills, CA Jun 2020 - Current 2
Bartmasser & Company Cpa Beverly Hills, CA Aug 1994 - Current 28
Wealth Resources Group Beverly Hills, CA Jul 2005 - Nov 2019 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Kary J. Bartmasser
Phone Number: 310-657-8700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $833,246
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
Types of Clients
Registered States

CA

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