Krozel Capital Management, LLC

Krozel Capital Management, LLC (CRD# 174813) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,335,016 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6424 E. Greenway Pkwy, Suite 100, Scottsdale, AZ 85254
https://twitter.com/krozelcapital
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $75,323
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
The map below shows states where this firm has explicit registration only.

AZ

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

Kaitlin Krozel (CRD# 5994466) is an Investment Advisor Representative working at Krozel Capital Management, LLC in Scottsdale, AZ and has over 12 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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