Krozel Capital Management, LLC

Krozel Capital Management, LLC (CRD# 174813) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,319,107 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $101,470
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI

Financial Advisors at Krozel Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kaitlin M. Krozel
CRD#: 5994466
6424 E. Greenway Pkwy, Suite 100, Scottsdale, AZ 85254
93
Wealthminder
score

Kaitlin Krozel (CRD# 5994466) is an Investment Advisor Representative working at Krozel Capital Management, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

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