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Building 2KERR WEALTH MANAGEMENT

Map pinFRESNO, CA
Phone(559) 277-4772
NotebookSEC #801-133713
Total AUM
$131M
Employees
5
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7255 N. FIRST STREET, SUITE 101
FRESNO
CA 93720
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(559) 277-4772
Other Offices
2

ReceiptFinancials

Total AUM
$131M
Accounts
904
Discretionary
$131M
Accounts
904
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
412
AUM
$12.6M
HNW Individual Clients
131
AUM
$115.4M
Corporation or Business Clients
7
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMOPATNTXVT

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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