Guy
Kosov
Kestra Private Wealth Services, LLC
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About this Advisor
Guy Kosov is a financial advisor based in San Diego, California, working with Kestra Private Wealth Services, LLC. Guy has previously held positions at Pimco, Private Asset Management Inc, Cea, Fresno Pacific University, and Kestra Private Wealth Services, LLC. Guy is registered to provide services in California. Currently, Guy is part of Kestra Private Wealth Services, LLC, which operates out of San Diego, California. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
Guy Kosov Work History
Kestra Private Wealth Services, LLC
Private Asset Management Inc
Pimco
Cea
Fresno Pacific University
Disclosures
Please visit the SEC profile of Guy Kosov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Private Wealth Services, LLC
Burlington, MA
Castle Pines, CO
Greenville, SC
Huntersville, NC
Austin, TX
Austin, TX
Austin, TX
Blackshear, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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