Kilzer Wealth Management

Kilzer Wealth Management (CRD# 134100) is a financial advisory firm headquartered in Carmel, CA. They manage $11,876,171 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
26465 Carmel Rancho Bl # 4, Carmel, CA 93923
http://www.kilzerwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $276,190
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kilzer Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Barry Kilzer, financial advisor Carmel CA
Barry M. Kilzer
CRD#: 4968508
26465 Carmel Rancho Bl # 4, Carmel, CA 93923

Barry Kilzer (CRD# 4968508) is an Investment Advisor Representative working at Kilzer Wealth Management in Carmel, CA and has 1 year 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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