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
Kaitz Investments Inc.
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts8ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Kaitz Investments Inc.
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.