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David Jon Konell

WESTON CAPITAL MANAGEMENT INC·LOS ANGELES, California
Unclaimed Profile
12424 WILSHIRE BLVD, LOS ANGELES, CA 90025CRD# 2537230Firm CRD# 105569
01

About

David Jon Konell is a registered financial advisor based in LOS ANGELES, California, affiliated with WESTON CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WESTON CAPITAL MANAGEMENT INC
WESTON CAPITAL MANAGEMENT INC
AUM
$80M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTON CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2537230
Firm CRD# 105569
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jon Konell offer?
David Jon Konell specializes in Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are David Jon Konell's credentials?
David Jon Konell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jon Konell located?
David Jon Konell is based in LOS ANGELES, California, working with WESTON CAPITAL MANAGEMENT INC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does David Jon Konell charge for services?
David Jon Konell'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 WESTON CAPITAL MANAGEMENT INC?
WESTON CAPITAL MANAGEMENT INC has approximately 4 employees and manages $80M 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)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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