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Katherine Lisa Kumro

PACIFIC WEALTH ADVISORY SERVICES LLC·DANVILLE, California
Clean recordPACIFIC WEALTH ADVISORY SERVICES LLC
50 OAK COURT SUITE 230, DANVILLE, CA 94526CRD# 1730228Firm CRD# 330888

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Lisa Kumro · DANVILLE, CA
Registration
CRD #1730228 · PACIFIC WEALTH ADVISORY SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Lisa Kumro is a registered financial advisor based in DANVILLE, California, affiliated with PACIFIC WEALTH ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PACIFIC WEALTH ADVISORY SERVICES LLC
PACIFIC WEALTH ADVISORY SERVICES LLC
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PACIFIC WEALTH ADVISORY SERVICES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1730228
Firm CRD# 330888
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Lisa Kumro offer?
Katherine Lisa Kumro specializes in Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.
What are Katherine Lisa Kumro's credentials?
Katherine Lisa Kumro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Lisa Kumro located?
Katherine Lisa Kumro is based in DANVILLE, California, working with PACIFIC WEALTH ADVISORY SERVICES LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Katherine Lisa Kumro charge for services?
Katherine Lisa Kumro'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 PACIFIC WEALTH ADVISORY SERVICES LLC?
PACIFIC WEALTH ADVISORY SERVICES LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC WEALTH ADVISORY SERVICES LLC

Michael Jerome Lickiss
DANVILLE, CA

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Research
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