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Gerardo Ortiz

KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.·METAIRIE, Louisiana
Clean recordKOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
2555 SEVERN AVENUE, METAIRIE, LA 70002CRD# 4933716Firm CRD# 117236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerardo Ortiz · METAIRIE, LA
Registration
CRD #4933716 · KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Gerardo Ortiz is a registered financial advisor based in METAIRIE, Louisiana, affiliated with KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

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Firm Overview

Firm
KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
KBOC, LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES MAY BE NEGOTIABLE AND MAY VARY FROM CLIENT TO CLIENT
Regulatory
SEC/IARD CRD# 4933716
Firm CRD# 117236
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerardo Ortiz offer?
Gerardo Ortiz specializes in Financial Planning, Investment Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Gerardo Ortiz's credentials?
Gerardo Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerardo Ortiz located?
Gerardo Ortiz is based in METAIRIE, Louisiana, working with KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Gerardo Ortiz charge for services?
Gerardo Ortiz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees may be negotiable and may vary from client to client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.?
KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jay Leonard Buckman
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