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David William Oberting

KVO CAPITAL MANAGEMENT, LLC·NEW YORK, New York
Unclaimed Profile
400 MADISON AVENUE, NEW YORK, NY 10017CRD# 1889079Firm CRD# 147429
01

About

David William Oberting is a registered financial advisor based in NEW YORK, New York, affiliated with KVO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KVO CAPITAL MANAGEMENT, LLC
KVO CAPITAL MANAGEMENT, LLC
AUM
$167M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KVO CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1889079
Firm CRD# 147429
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William Oberting offer?
David William Oberting specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are David William Oberting's credentials?
David William Oberting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Oberting located?
David William Oberting is based in NEW YORK, New York, working with KVO CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David William Oberting charge for services?
David William Oberting's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KVO CAPITAL MANAGEMENT, LLC?
KVO CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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