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Kate Elizabeth Kurz

MANHATTAN WEST ASSET MANAGEMENT, LLC·LOS ANGELES, California
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1999 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 4594608Firm CRD# 283630
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About

Kate Elizabeth Kurz is a registered financial advisor based in LOS ANGELES, California, affiliated with MANHATTAN WEST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MANHATTAN WEST ASSET MANAGEMENT, LLC
MANHATTAN WEST ASSET MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MANHATTAN WEST ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4594608
Firm CRD# 283630
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kate Elizabeth Kurz offer?
Kate Elizabeth Kurz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Kate Elizabeth Kurz's credentials?
Kate Elizabeth Kurz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kate Elizabeth Kurz located?
Kate Elizabeth Kurz is based in LOS ANGELES, California, working with MANHATTAN WEST ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Kate Elizabeth Kurz charge for services?
Kate Elizabeth Kurz'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 MANHATTAN WEST ASSET MANAGEMENT, LLC?
MANHATTAN WEST ASSET MANAGEMENT, LLC has approximately 34 employees and manages $1.0B 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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