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Barry Kilzer, financial advisor Carmel CA

Barry Kilzer

CRD Number: 4968508
Current Firm: Kilzer Wealth Management

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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Company Name Location Dates Years
Kilzer Wealth Management Carmel, CA Sep 1986 - Current 37

Barry Kilzer has no recent exams reported.
Contact Info for Barry M. Kilzer
26465 Carmel Rancho Bl # 4, Carmel, CA 93923
Phone Number: 831-624-7783
Firm Website: http://www.kilzerwealth.com
Registered State(s):
  • CA
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Current Firm Details
Kilzer Wealth Management
Firm's CRD Number: 134100
26465 Carmel Rancho Bl # 4, Carmel, CA 93923
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • 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

CA

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