AdvisorOS Directory
Claim Profile
AK

Alfred Joseph Koontz

CB CAPITAL MANAGEMENT, LLC·FORT PIERCE, Florida
Unclaimed Profile
111 ORANGE AVENUE, FORT PIERCE, FL 34950CRD# 6049833Firm CRD# 163038
01

About

Alfred Joseph Koontz is a registered financial advisor based in FORT PIERCE, Florida, affiliated with CB CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CB CAPITAL MANAGEMENT, LLC
CB CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CB CAPITAL MANAGEMENT, LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6049833
Firm CRD# 163038
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT PIERCE?

Browse all registered financial advisors in FORT PIERCE, Florida or claim this profile if it's yours.

Browse FORT PIERCE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alfred Joseph Koontz offer?
Alfred Joseph Koontz is a registered financial advisor in FORT PIERCE, Florida. Contact their office for details on services offered.
What are Alfred Joseph Koontz's credentials?
Alfred Joseph Koontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred Joseph Koontz located?
Alfred Joseph Koontz is based in FORT PIERCE, Florida, working with CB CAPITAL MANAGEMENT, LLC. Their office serves clients in the FORT PIERCE metropolitan area and surrounding communities.
How large is CB CAPITAL MANAGEMENT, LLC?
CB CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT PIERCE
Diego Fernando Henriquez — CB CAPITAL MANAGEMENT, LLCJohn Charles Finch — CB CAPITAL MANAGEMENT, LLCFrank Arthur Lardino — HERITAGE EQUITY MANAGEMENT LLCGregory Jon Mancuso — HERITAGE EQUITY MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile