Klcm Advisors, Inc.

Klcm Advisors, Inc. (CRD# 107847) is a financial advisory firm headquartered in Milwaukee, WI. They manage $560,310,444 in 355 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    560
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $1,578,339
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, FL, IL, NC, TX, WI

Financial Advisors at Klcm Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James B. Kitzinger
CRD#: 2007554
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202
93
Wealthminder
score

James Kitzinger (CRD# 2007554) is an Investment Advisor Representative working at Klcm Advisors, Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.

2
Carl J. Fuda
CRD#: 4359846
330 E. Kilbourn Avenue, Suite 1180, Milwaukee, WI 53202
87
Wealthminder
score

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.

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