AdvisorOS Directory
Claim Profile
BK

Brad T Klontz

OCCIDENTAL ASSET MANAGEMENT, LLC·BURLINGAME, California
Unclaimed Profile
301 CALIFORNIA DRIVE #9, BURLINGAME, CA 94010CRD# 6256625Firm CRD# 168650
01

About

Brad T Klontz is a registered financial advisor based in BURLINGAME, California, affiliated with OCCIDENTAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OCCIDENTAL ASSET MANAGEMENT, LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
AUM
$625M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OCCIDENTAL ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6256625
Firm CRD# 168650
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGAME?

Browse all registered financial advisors in BURLINGAME, California or claim this profile if it's yours.

Browse BURLINGAME AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brad T Klontz offer?
Brad T Klontz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Brad T Klontz's credentials?
Brad T Klontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad T Klontz located?
Brad T Klontz is based in BURLINGAME, California, working with OCCIDENTAL ASSET MANAGEMENT, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Brad T Klontz charge for services?
Brad T Klontz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCCIDENTAL ASSET MANAGEMENT, LLC?
OCCIDENTAL ASSET MANAGEMENT, LLC has approximately 12 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURLINGAME
Elana Mira Lieberman — ELM ADVISORS, LLCLorne Abramson — ELM ADVISORS, LLCDavid Lee — REFACTOR CAPITAL, LLCFrederic Benque — US INVEST, LLCJacob Benjamin Poliskin — SHOREWIND CAPITAL LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile