AK
Alexander W. Kaitz
KAITZ INVESTMENTS
Glenbrook, NV
Some features on this profile are disabled
CRD#: 5915929
AK
Professional summary
Alexander Walter Kaitz is a registered financial advisor currently at KAITZ INVESTMENTS INC. located in Glenbrook, Nevada.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KAITZ PROPERTY SERVICES - 3636 CASTRO VALLEY, CA APARTMENT MANAGEMENT, TECHNICAL, ECONOMIC AND MANAGEMENT CONSULTANT - 40 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Walter Kaitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 30, 2012 - Present
KAITZ INVESTMENTS INC.
RIA
CRD#: 157459
Glenbrook, NV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/30/2012)
IAR
Nevada(7/30/2012)
Current Firm
KI
KAITZ INVESTMENTS INC.
KAITZ INVESTMENTS INC. | KAITZ INVESTMENTS INCORPORATED
CRD#: 157459 / SEC#:
California
Registered Investment Advisory firm - (7/30/2012 Approved)Nevada
Registered Investment Advisory firm - (7/25/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Glenbrook, NV
Mailing Address
774 Mays Blvd #10--545, Incline Village, NV 89451
Phone number
(510) 520-3329
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 10,671,352 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
