Unclaimed Profile

John James Kolozsi

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California

Clean recordVIOLICH CAPITAL MANAGEMENT

580 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 2494785Firm CRD# 111410

Profile Verification

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

Identity

John James Kolozsi · SAN FRANCISCO, CA

Registration

CRD #2494785 · VIOLICH CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John James Kolozsi is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VIOLICH CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

VIOLICH CAPITAL MANAGEMENT

AUM

$797M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VIOLICH CAPITAL MANAGEMENT →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2494785

Firm CRD# 111410

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John James Kolozsi offer?

John James Kolozsi specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are John James Kolozsi's credentials?

John James Kolozsi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John James Kolozsi located?

John James Kolozsi is based in SAN FRANCISCO, California, working with VIOLICH CAPITAL MANAGEMENT. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does John James Kolozsi charge for services?

John James Kolozsi'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 VIOLICH CAPITAL MANAGEMENT?

VIOLICH CAPITAL MANAGEMENT has approximately 1 employees and manages $797M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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