Kurt Beimfohr, financial advisor Newport Beach CA
90 score

Kurt Beimfohr

CRD Number: 6050202
Current Firm: Buffalo Capital Corporation

Kurt Beimfohr (CRD# 6050202) is an Investment Advisor Representative working at Buffalo Capital Corporation in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Buffalo Capital Corporation Newport Beach, CA Feb 2012 - Current 4
Unemployed Laguna Beach, CA Oct 2011 - Jan 2012 < 1
Gurtin Fixed Income Management Solana Beach, CA Jun 2010 - Sep 2011 1
University Of Virginia Charlottesville, VA May 2009 - May 2010 1
Bank Of America Westlake Village, CA Jun 2009 - Aug 2009 < 1
University Of Virginia Charlottesville, VA May 2008 - May 2009 1
Pimco Newport Beach, CA Oct 2003 - Apr 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Kurt E. Beimfohr
Phone Number: 949-476-2799
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $517,020
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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