David
Kamholtz

Ameriprise Financial Services, Inc

CRD#2111651
Investment Advisor
in Woodland Hills, CA
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About this Advisor

David Kamholtz is a financial advisor based out of Woodland Hills, California, with a total of 13 years of professional experience. Kamholtz currently works for Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their complete career. Kamholtz maintains a Series 63 license, certifying them as a securities representative, and is registered to operate in California. Ameriprise Financial Services, Inc is a registered investment firm based out of Woodland Hills, California. It has offices in 161 locations and a total of 13,020 financial advisors. It has $244 billion in assets among its 1,268,997 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors typically vary depending on which service is provided. Fees charged by Ameriprise Financial Services, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

6355 Topanga Canyon Blvd Ste 505
Woodland Hills, CA 91367

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

CA Average: $5,289,111,388
Total Number of Employees

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

David Kamholtz Work History

David has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

David Kamholtz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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