Kellogg Wealth Advisors, Inc.

Kellogg Wealth Advisors, Inc. (CRD# 144514) is a financial advisory firm headquartered in Studio City, CA. They manage $8,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $266,667
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kellogg Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter K. Criswell
CRD#: 4661726
Studio City, CA
96
Wealthminder
score

Peter Criswell (CRD# 4661726) is an Investment Advisor Representative working at Kellogg Wealth Advisors, Inc. in Studio City, CA and has over 13 years of experience in the finance industry.

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