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KETRON FINANCIAL LLC
KETRON FINANCIAL LLC
NOVATO, California
·
1 registered advisor
·
CRD# 330807
SEC# 801-130222
0
415-892-0928
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KETRON FINANCIAL LLC
1 registered advisor
Courtenay A. Wise
NOVATO, California
CRD# 6556497
05
Office Locations
NOVATO, California
1 advisor
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Data sourced from SEC Form ADV filings. KETRON FINANCIAL LLC (CRD# 330807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.