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Burton Bruce Nicholas Hotz

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio
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4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 3025138Firm CRD# 136300
01

About

Burton Bruce Nicholas Hotz is a registered financial advisor based in BROOKLYN, Ohio, affiliated with KEY INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
AUM
$4.2B
Regulatory assets under management
Employees
1098
Total firm employees
View all advisors at KEY INVESTMENT SERVICES LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3025138
Firm CRD# 136300
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Burton Bruce Nicholas Hotz offer?
Burton Bruce Nicholas Hotz specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.
What are Burton Bruce Nicholas Hotz's credentials?
Burton Bruce Nicholas Hotz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Burton Bruce Nicholas Hotz located?
Burton Bruce Nicholas Hotz is based in BROOKLYN, Ohio, working with KEY INVESTMENT SERVICES LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Burton Bruce Nicholas Hotz charge for services?
Burton Bruce Nicholas Hotz'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 KEY INVESTMENT SERVICES LLC?
KEY INVESTMENT SERVICES LLC has approximately 1098 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BROOKLYN
Gregory James Ewald — VICTORY CAPITAL MANAGEMENT INC.Paul Alfred Ii Weick — KEY INVESTMENT SERVICES LLCGiuseppe Nmn Calabrese — KEY INVESTMENT SERVICES LLCMarc Alan Vosen — KEY INVESTMENT SERVICES LLCChristopher A Ohmacht — VICTORY CAPITAL MANAGEMENT INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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