Kurt Rauzi (CRD# 1365507) is an Investment Advisor Representative working at Dedicated Capital Advisors, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dedicated Capital Advisors, LLC | San Francisco, CA | May 2013 - Current | 10 |
| Gordian Investments, LLC | San Francisco, CA | Sep 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- CA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$981,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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