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Brian Thomas Kozel

NORTH BERKELEY WEALTH MANAGEMENT, LLC·BERKELEY, California
Unclaimed Profile
1820 SOLANO AVE, BERKELEY, CA 94707CRD# 5601007Firm CRD# 136431
01

About

Brian Thomas Kozel is a registered financial advisor based in BERKELEY, California, affiliated with NORTH BERKELEY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTH BERKELEY WEALTH MANAGEMENT, LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC
AUM
$613M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5601007
Firm CRD# 136431
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Thomas Kozel offer?
Brian Thomas Kozel specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.
What are Brian Thomas Kozel's credentials?
Brian Thomas Kozel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Thomas Kozel located?
Brian Thomas Kozel is based in BERKELEY, California, working with NORTH BERKELEY WEALTH MANAGEMENT, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Brian Thomas Kozel charge for services?
Brian Thomas Kozel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH BERKELEY WEALTH MANAGEMENT, LLC?
NORTH BERKELEY WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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