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Gregory Gerard Kern

PURSUE WEALTH PARTNERS, LLC·CLAYTON, California
Unclaimed Profile
6024 MAIN STREET, CLAYTON, CA 94517CRD# 2116437Firm CRD# 326348
01

About

Gregory Gerard Kern is a registered financial advisor based in CLAYTON, California, affiliated with PURSUE WEALTH PARTNERS, 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
PURSUE WEALTH PARTNERS, LLC
PURSUE WEALTH PARTNERS, LLC
AUM
$207M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PURSUE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2116437
Firm CRD# 326348
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Gerard Kern offer?
Gregory Gerard Kern specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, California for a consultation.
What are Gregory Gerard Kern's credentials?
Gregory Gerard Kern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Gerard Kern located?
Gregory Gerard Kern is based in CLAYTON, California, working with PURSUE WEALTH PARTNERS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Gregory Gerard Kern charge for services?
Gregory Gerard Kern's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSUE WEALTH PARTNERS, LLC?
PURSUE WEALTH PARTNERS, LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLAYTON
Jarrett Alexander Brady — PURSUE WEALTH PARTNERS, LLCYarenis Rosa Rodriguez — PURSUE WEALTH PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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