Kate KurzCRD Number: 4594608
Current Firm: Manhattan West Asset Management, LLC
Kate Kurz (CRD# 4594608) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Manhattan Beach, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Manhattan West Asset Management, LLC||Manhattan Beach, CA||Jun 2016 - Current||1|
|Jp Morgan Securities LLC||Los Angeles, CA||Dec 2011 - Jun 2016||4|
|Jpmorgan Chase Bank Na||Los Angeles, CA||Dec 2011 - Jun 2016||4|
|Rbc Capital Markets Corporation||Beverly Hills, CA||Jun 2009 - Dec 2011||2|
|Deutsche Bank Securities Inc.||Los Angeles, CA||Jun 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management202MILLIONS
Total Number of Accounts300ACCOUNTS
Average Account Value$673,563
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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