Kevin Klauber (CRD# 1247893) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 32 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 |
|---|---|---|---|
| Mcclurg Capital Corporation | San Francisco, CA | Apr 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
- CA
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$628,752
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA
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