Kary BartmasserCRD 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.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|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|
Total Assets Under Management6MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$833,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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