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).
Total Assets Under Management8MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$266,667
- 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)
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.