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CRD#: 328469
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for KUKULKAN ADVISORS LLC Comes From
Understanding the Statistics for KUKULKAN ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Main Address
50 Lakeside Ave 118 H26, Burlington, VT 05401
Phone Number
(424) 538-4710
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BATRES, BYRON, R | SOLE MANAGING MEMBER | 06/2023 | 4385994 |
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Advisor's working at KUKULKAN ADVISORS LLC
Alyssum Mae Keefer
IAR
RR
CRD#: 5220956
Location:
York, PA 17408
Company:
JANNEY MONTGOMERY SCOTT LLC
Disclosures:
Experience:
18 years
HF
Harlan Jay Fischer
IAR
RR
CRD#: 811927
Location:
Setauket, NY 11733
Company:
CETERA INVESTMENT ADVISERS LLC
Disclosures:
Experience:
50 years
RO
Ryan C Ortega
PR
CRD#: 5045638
Location:
Manhattan Beach, CA
Company:
THIRD LINE FINANCIAL PLANNING
Disclosures:
Experience:
4 years
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