KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.

KBOC, LLC
METAIRIE, Louisiana·2 registered advisors·CRD# 117236
SEC# 801-62527(504) 457-6252
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES MAY BE NEGOTIABLE AND MAY VARY FROM CLIENT TO CLIENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.

2 registered advisors
Gerardo Ortiz
METAIRIE, Louisiana
Jay Leonard Buckman
METAIRIE, Louisiana
05

Office Locations

METAIRIE, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C. (CRD# 117236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.