Unclaimed Profile

Kenneth John Holz

KABR MANAGEMENT, LLC·ENGLEWOOD, New Jersey

Clean recordKABR MANAGEMENT, LLC

34 S. DEAN ST, ENGLEWOOD, NJ 07631CRD# 4374892Firm CRD# 175409

Profile Verification

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

Identity

Kenneth John Holz · ENGLEWOOD, NJ

Registration

CRD #4374892 · KABR MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth John Holz is a registered financial advisor based in ENGLEWOOD, New Jersey, affiliated with KABR MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KABR MANAGEMENT, LLC

AUM

$543M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KABR MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Performance-based fees

Other: A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT

Regulatory

SEC/IARD CRD# 4374892

Firm CRD# 175409

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth John Holz offer?

Kenneth John Holz specializes in Retirement Planning. Contact their office in ENGLEWOOD, New Jersey for a consultation.

What are Kenneth John Holz's credentials?

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

Where is Kenneth John Holz located?

Kenneth John Holz is based in ENGLEWOOD, New Jersey, working with KABR MANAGEMENT, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Kenneth John Holz charge for services?

Kenneth John Holz's firm is compensated through performance-based fees, other: a percentage of committed capital under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KABR MANAGEMENT, LLC?

KABR MANAGEMENT, LLC has approximately 9 employees and manages $543M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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