Kosmin Wealth Management

Kosmin Wealth Management (CRD# 298138) is a financial advisory firm headquartered in Beachwood, OH. They manage $9,259,957 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23811 Chagrin Blvd, Suite 100, Beachwood, OH 44122
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $85,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

OH

Financial Advisors at Kosmin Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Murray Kosmin, financial advisor Beachwood OH
Murray F. Kosmin
CRD#: 3127996
23811 Chagrin Blvd, Suite 100, Beachwood, OH 44122

Murray Kosmin (CRD# 3127996) is an Investment Advisor Representative working at Kosmin Wealth Management in Beachwood, OH and has over 23 years 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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