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Kathleen Kuzmen Malone

FPA REAL ESTATE ADVISERS GROUP, LLC·IRVINE, California
Unclaimed Profile
2082 MICHELSON DRIVE, IRVINE, CA 92612CRD# 6804651Firm CRD# 288195
01

About

Kathleen Kuzmen Malone is a registered financial advisor based in IRVINE, California, affiliated with FPA REAL ESTATE ADVISERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FPA REAL ESTATE ADVISERS GROUP, LLC
FPA REAL ESTATE ADVISERS GROUP, LLC
AUM
$5.7B
Regulatory assets under management
Employees
89
Total firm employees
View all advisors at FPA REAL ESTATE ADVISERS GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 6804651
Firm CRD# 288195
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Kuzmen Malone offer?
Kathleen Kuzmen Malone specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.
What are Kathleen Kuzmen Malone's credentials?
Kathleen Kuzmen Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Kuzmen Malone located?
Kathleen Kuzmen Malone is based in IRVINE, California, working with FPA REAL ESTATE ADVISERS GROUP, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Kathleen Kuzmen Malone charge for services?
Kathleen Kuzmen Malone's firm is compensated through performance-based fees, other: percentage of committed or invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FPA REAL ESTATE ADVISERS GROUP, LLC?
FPA REAL ESTATE ADVISERS GROUP, LLC has approximately 89 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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