Michael Kromm, financial advisor Beverly Hills CA
93 score

Michael Kromm

CRD Number: 1779382
Current Firm: Focused Investors LLC

Michael Kromm (CRD# 1779382) is an Investment Advisor Representative working at Focused Investors LLC in Beverly Hills, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Focused Investors LLC Beverly Hills, CA Jun 2008 - Current 8
Latigo Investment Partners LLC Santa Monica, CA Sep 2007 - May 2008 < 1
Roxbury Capital Management, LLC Santa Monica, CA Oct 2006 - May 2008 1
N/a - Unemployed Moorpark, CA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Michael Kromm
Phone Number: 310-734-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,658
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $166,126,326
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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