Kevin Lutz, financial advisor San Francisco CA

Kevin Lutz

CRD Number: 5250397
Current Firm: Resolute Partners Group

Kevin Lutz (CRD# 5250397) is an Investment Advisor Representative working at Resolute Partners Group in San Francisco, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Resolute Partners Group Corte Madera, CA Apr 2019 - Current 3
Bbr Partners, LLC San Francisco, CA Nov 2014 - Apr 2019 4
Fisher Investments Camas, WA Aug 2014 - Oct 2014 < 1
Bbr Partners New York, NY May 2010 - Jun 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Kevin M. Lutz
Phone Number: 415-699-0309
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $25,007,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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