Unclaimed Profile

William Jay Kullback

INTEGRIS, LLC·LA JOLLA, California

Clean recordINTEGRIS, LLC

1020 PROSPECT ST., LA JOLLA, CA 92037CRD# 6037129Firm CRD# 149685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jay Kullback · LA JOLLA, CA

Registration

CRD #6037129 · INTEGRIS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Jay Kullback is a registered financial advisor based in LA JOLLA, California, affiliated with INTEGRIS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COASTEDGE PARTNERS, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COASTEDGE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6037129

Firm CRD# 149685

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Jay Kullback offer?

William Jay Kullback specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LA JOLLA, California for a consultation.

What are William Jay Kullback's credentials?

William Jay Kullback is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jay Kullback located?

William Jay Kullback is based in LA JOLLA, California, working with INTEGRIS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does William Jay Kullback charge for services?

William Jay Kullback's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS, LLC?

INTEGRIS, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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