Kaitz Investments Inc.

Kaitz Investments Inc. (CRD# 157459) is a financial advisory firm headquartered in Incline Village, NV. They manage $9,529,022 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
774 Mays Blvd #10--545, Incline Village, NV 89451
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,191,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, NV

Financial Advisors at Kaitz Investments Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alexander Kaitz, financial advisor Glenbrook NV
Alexander W. Kaitz
CRD#: 5915929
Glenbrook, NV

Alexander Kaitz (CRD# 5915929) is an Investment Advisor Representative working at Kaitz Investments Inc. in Glenbrook, NV 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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