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Kary Jay Bartmasser

KB PRIVATE WEALTH MANAGEMENT GROUP LLC·BEVERLY HILLS, California
Unclaimed Profile
8913 W OLYMPIC BLVD, BEVERLY HILLS, CA 90211CRD# 4880672Firm CRD# 309208
01

About

Kary Jay Bartmasser is a registered financial advisor based in BEVERLY HILLS, California, affiliated with KB PRIVATE WEALTH MANAGEMENT GROUP 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
KB PRIVATE WEALTH MANAGEMENT GROUP LLC
KB PRIVATE WEALTH MANAGEMENT GROUP
AUM
$4M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KB PRIVATE WEALTH MANAGEMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4880672
Firm CRD# 309208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kary Jay Bartmasser offer?
Kary Jay Bartmasser specializes in Financial Planning, Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Kary Jay Bartmasser's credentials?
Kary Jay Bartmasser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kary Jay Bartmasser located?
Kary Jay Bartmasser is based in BEVERLY HILLS, California, working with KB PRIVATE WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Kary Jay Bartmasser charge for services?
Kary Jay Bartmasser'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 KB PRIVATE WEALTH MANAGEMENT GROUP LLC?
KB PRIVATE WEALTH MANAGEMENT GROUP LLC has approximately 1 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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