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
Kosmin Wealth Management
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts108ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Kosmin Wealth Management
1
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.
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