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Katherine Lisa Kumro

PACIFIC WEALTH ADVISORY SERVICES LLC·DANVILLE, California
SIE, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888 · SEC 801-130327
AUM
$102M
Regulatory assets under management
Employees
2
468 client accounts
Services offered by PACIFIC WEALTH ADVISORY SERVICES LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PACIFIC WEALTH ADVISORY SERVICES LLC →
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04

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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Michael Jerome Lickiss
DANVILLE, CA

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Research
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