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
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts62ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, ID, TX
Financial Advisors at Dba Family Wealth Leadership
1
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 (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.
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