Dba Family Wealth Leadership
Dba Family Wealth Leadership (CRD# 111203) is a financial advisory firm headquartered in Irvine, CA. They manage $25,000,000 in 150 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$166,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, NV, TX
Kevin Kolson (CRD# 2415841) is an Investment Advisor Representative working at Dba Family Wealth Leadership in Irvine, CA and has over 11 years of experience in the finance industry. Kevin Kolson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clifford Kolson (CRD# 2247660) is an Investment Advisor Representative working at Dba Family Wealth Leadership in Irvine, CA and has over 24 years of experience in the finance industry.