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Charles Oscar Klawitter

INTRINSIC INVESTORS LLC·WAUWATOSA, Wisconsin
Clean recordINTRINSIC INVESTORS LLC
1200 N MAYFAIR RD, WAUWATOSA, WI 53226CRD# 1714990Firm CRD# 111968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Oscar Klawitter · WAUWATOSA, WI
Registration
CRD #1714990 · INTRINSIC INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Oscar Klawitter is a registered financial advisor based in WAUWATOSA, Wisconsin, affiliated with INTRINSIC INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INTRINSIC INVESTORS LLC
INTRINSIC INVESTORS LLC
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INTRINSIC INVESTORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1714990
Firm CRD# 111968
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Oscar Klawitter offer?
Charles Oscar Klawitter specializes in Investment Management, Fee-Only Advisory. Contact their office in WAUWATOSA, Wisconsin for a consultation.
What are Charles Oscar Klawitter's credentials?
Charles Oscar Klawitter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Oscar Klawitter located?
Charles Oscar Klawitter is based in WAUWATOSA, Wisconsin, working with INTRINSIC INVESTORS LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.
How does Charles Oscar Klawitter charge for services?
Charles Oscar Klawitter'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 INTRINSIC INVESTORS LLC?
INTRINSIC INVESTORS LLC has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRINSIC INVESTORS LLC

William Meredith Fons
WAUWATOSA, WI
Dawn Marie Williams
WAUWATOSA, WI
Christopher Paul Shea
WAUWATOSA, WI

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