Cultivate Financial Group LLC

Cultivate Financial Group LLC (CRD# 288980) is a financial advisory firm headquartered in Los Gatos, CA. They manage $55,302,170 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20 S. Santa Cruz Ave., Suite 300, Los Gatos, CA 95030
http://www.cultivatefinancialgroup.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $850,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cultivate Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Loren Kinczel, financial advisor Los Gatos CA
Loren L. Kinczel
CRD#: 2772548
20 S. Santa Cruz Ave., Suite 300, Los Gatos, CA 95030

Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Cultivate Financial Group LLC in Los Gatos, CA and has over 13 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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