Kerr Wealth Management

Kerr Wealth Management (CRD# 277142) is a financial advisory firm headquartered in Fresno, CA. They manage $86,832,078 in 750 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7255 N. First Street, Suite 101, Fresno, CA 93720
http://www.kerrwealth.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $115,776
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kerr Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Kerr, financial advisor Fresno CA
Andrew T. Kerr
CRD#: 6461370
7255 N. First Street, Suite 101, Fresno, CA 93720

Andrew Kerr (CRD# 6461370) is an Investment Advisor Representative working at Kerr Wealth Management in Fresno, CA and has over 9 years of experience in the finance industry.

2
Todd Pilosi, financial advisor Fresno CA
Todd J. Pilosi
CRD#: 2257310
7255 N. First Street, Suite 101, Fresno, CA 93720

Todd Pilosi (CRD# 2257310) is an Investment Advisor Representative working at Kerr Wealth Management in Fresno, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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