Kurt BlanzCRD Number: 2282455
Current Firm: Victory Capital Management Inc.
Kurt Blanz (CRD# 2282455) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Victory Capital Advisers||Brooklyn, OH||Jul 2015 - Current||8|
|Victory Capital Management||Brooklyn, OH||Jun 2015 - Current||8|
|Columbia Management Investment Distributors Inc.||San Francisco, CA||Sep 2010 - May 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management140,836MILLIONS
Total Number of Accounts3,419ACCOUNTS
Average Account Value$41,192,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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