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Courtenay A. Wise

KETRON FINANCIAL LLC·NOVATO, California
Unclaimed Profile
1500 GRANT AVE STE 238, NOVATO, CA 94945CRD# 6556497Firm CRD# 330807
01

About

Courtenay A. Wise is a registered financial advisor based in NOVATO, California, affiliated with KETRON FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KETRON FINANCIAL LLC
KETRON FINANCIAL LLC
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KETRON FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6556497
Firm CRD# 330807
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Courtenay A. Wise offer?
Courtenay A. Wise specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.
What are Courtenay A. Wise's credentials?
Courtenay A. Wise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtenay A. Wise located?
Courtenay A. Wise is based in NOVATO, California, working with KETRON FINANCIAL LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Courtenay A. Wise charge for services?
Courtenay A. Wise's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KETRON FINANCIAL LLC?
KETRON FINANCIAL LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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