Andrew Kotyuk, financial advisor Hemet CA

Andrew Kotyuk

CRD Number: 4760776
Current Firm: Alpha Wealth Management, LLC

Andrew Kotyuk (CRD# 4760776) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in Hemet, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Alpha Wealth Management, LLC San Jacinto, CA Jul 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew F. Kotyuk
Phone Number: (951) 765-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $162,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA

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