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Peter Paul Kozak

BRIGHTPATH WEALTH PLANNING, LLC·CAMARILLO, California
Unclaimed Profile
5999 RIDGE VIEW STREET, CAMARILLO, CA 93012CRD# 2765784Firm CRD# 160563
01

About

Peter Paul Kozak is a registered financial advisor based in CAMARILLO, California, affiliated with BRIGHTPATH WEALTH PLANNING, 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
BRIGHTPATH WEALTH PLANNING, LLC
BRIGHTPATH WEALTH PLANNING, LLC
AUM
$164M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BRIGHTPATH WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2765784
Firm CRD# 160563
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Paul Kozak offer?
Peter Paul Kozak specializes in Financial Planning, Investment Management. Contact their office in CAMARILLO, California for a consultation.
What are Peter Paul Kozak's credentials?
Peter Paul Kozak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Paul Kozak located?
Peter Paul Kozak is based in CAMARILLO, California, working with BRIGHTPATH WEALTH PLANNING, LLC. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.
How does Peter Paul Kozak charge for services?
Peter Paul Kozak'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 BRIGHTPATH WEALTH PLANNING, LLC?
BRIGHTPATH WEALTH PLANNING, LLC has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMARILLO
Marilyn Stevens Bernzott — BERNZOTT CAPITAL ADVISORSPatrick Storm Steele — BERNZOTT CAPITAL ADVISORSJohn Richard Oliver — MUTUAL SECURITIES INC. OF CALIFORNIAGerald Joseph Zins — SUMMIT WEALTH MANAGEMENT GROUP, INC.Kevin Bernzott — BERNZOTT CAPITAL ADVISORS
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
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