Retegy LLC

Retegy LLC (CRD# 294291) is a financial advisory firm headquartered in Irvine, CA. They manage $1,599,879 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Spectrum Center Dr., Suite 300, Irvine, CA 92618
https://www.facebook.com/retegy/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $145,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Retegy LLC
Showing 1 - 1 of 1 top financial advisors.
1
Vladimir Kouznetsov, financial advisor Irvine CA
Vladimir Kouznetsov
CRD#: 6297202
Irvine, CA

Vladimir Kouznetsov (CRD# 6297202) is an Investment Advisor Representative working at Retegy LLC in Irvine, CA and has over 10 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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