Dba Family Wealth Leadership

Dba Family Wealth Leadership (CRD# 111203) is a financial advisory firm headquartered in Irvine, CA. They manage $54,000,000 in 62 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2 Venture, Suite 460, Irvine, CA 92618
http://www.familywealthleadership.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $870,968
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, TX

Financial Advisors at Dba Family Wealth Leadership
Showing 1 - 2 of 2 top financial advisors.
1
Clifford Kolson, financial advisor Irvine CA
Clifford R. Kolson
CRD#: 2247660
2 Venture, Suite 460, Irvine, CA 92618

Clifford Kolson (CRD# 2247660) is an Investment Advisor Representative working at Dba Family Wealth Leadership in Irvine, CA and has over 31 years of experience in the finance industry.

2
Kevin Kolson, financial advisor Irvine CA
Kevin P. Kolson
CRD#: 2415841
2 Venture, Suite 460, Irvine, CA 92694

Kevin Kolson (CRD# 2415841) is an Investment Advisor Representative working at Dba Family Wealth Leadership in Irvine, CA and has over 18 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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