Alexander Kaitz, financial advisor Glenbrook NV

Alexander Kaitz

CRD Number: 5915929
Current Firm: Kaitz Investments Inc.

Alexander Kaitz (CRD# 5915929) is an Investment Advisor Representative working at Kaitz Investments Inc. in Glenbrook, NV and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Kaitz Investments Incline Village, NV Sep 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Alexander W. Kaitz
Phone Number: 510-520-3329
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,191,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NV

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