AdvisorOS Directory
Claim Profile
KW

Kevin John Williams

DELAROCHE & CO INC·GLENDALE, California
Unclaimed Profile
3715 MARKET STREET, SUITE 112, GLENDALE, CA 91208-3437CRD# 467999Firm CRD# 110073
01

About

Kevin John Williams is a registered financial advisor based in GLENDALE, California, affiliated with DELAROCHE & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DELAROCHE & CO INC
DELAROCHE & CO INC
AUM
$38M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DELAROCHE & CO INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 467999
Firm CRD# 110073
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GLENDALE?

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

Browse GLENDALE 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 Kevin John Williams offer?
Kevin John Williams specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.
What are Kevin John Williams's credentials?
Kevin John Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin John Williams located?
Kevin John Williams is based in GLENDALE, California, working with DELAROCHE & CO INC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Kevin John Williams charge for services?
Kevin John Williams'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 DELAROCHE & CO INC?
DELAROCHE & CO INC has approximately 3 employees and manages $38M 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 GLENDALE
Andrew J Kim — DIRECT LENDING INVESTMENTS, LLCLouis Charles Lucido — DOUBLELINE CAPITAL LPMilan Konkol — U.S. BANCORP ADVISORS, LLCDaniel Cesar Caneva — U.S. BANCORP ADVISORS, LLCBrendan Matthew Ross — DIRECT LENDING INVESTMENTS, 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