Klcm Advisors, Inc.
Klcm Advisors, Inc. (CRD# 107847) is a financial advisory firm headquartered in Milwaukee, WI. They manage $893,920,294 in 465 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management894MILLION
Total Number of Accounts465ACCOUNTS
Average Account Value$1,922,409
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IL, IN, MI, NC, NY, TX, WI
Carl Fuda (CRD# 4359846) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
James Kitzinger (CRD# 2007554) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry.