Krassimire
Kirov

Mariner Wealth

CRD#7734667
Investment Advisor
in Danville, CA

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About this Advisor

Krassimire Kirov is a financial advisor based in Danville, California, working with Mariner Wealth. Krassimire has previously held positions at Mariner Wealth Advisors, Mariner Wealth Advisor, Safeway Inc, Welk Resorts Inc, Champs Sports, and Full-Time Education. Krassimire has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Krassimire is part of Mariner Wealth, which operates out of Danville, California. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, 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

Office Location

1145 E. Prospect Ave Suite 217
Danville, CA 94526

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

CA Average: $2,243,162,756
Total Number of Employees

1,498

CA Average: 44
Total Number of Accounts

132,567

CA Average: 4,091
Average Account Size

$611,818

CA Average: $548,316

Investment Advisory Services

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

Krassimire Kirov Work History

2023 - Present (1 year)

Mariner Wealth Advisor

2022 - 2023 (1 year)

Mariner Wealth Advisors

2020 - 2020 (< 1 year)

Safeway Inc

2017 - 2020 (3 years)

Welk Resorts Inc

2016 - 2017 (1 year)

Champs Sports

2013 - 2016 (3 years)

Full-Time Education

Disclosures

Please visit the SEC profile of Krassimire Kirov 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 Mariner Wealth

Cameron Nylec
Villa Park, IL
Jonathan Straub
Los Angeles, CA
Hunter Neumayer
Minneapolis, MN
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Paul Cantor
Sarasota, FL
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

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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