Kurt
Blanz

Victory Capital Management Inc

CRD#2282455
Investment Advisor
in Moraga, CA

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About this Advisor

Kurt Blanz is a financial advisor based in Moraga, California, working with Victory Capital Management Inc. Kurt has previously held positions at Columbia Management Investment Distributors Inc, Victory Capital Management, and Victory Capital Advisers. Kurt has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Kurt is part of Victory Capital Management Inc, which operates out of Moraga, California. The firm has 10 offices and 481 employees. The firm manages assets totaling $151.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Moraga, CA

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$151,257,095,924

CA Average: $3,042,739,679
Total Number of Employees

481

CA Average: 49
Total Number of Accounts

2,923

CA Average: 2,315
Average Account Size

$51,747,210

CA Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Kurt Blanz Work History

2015 - Present (9 years)

Victory Capital Management

2015 - Present (9 years)

Victory Capital Advisers

2010 - 2015 (5 years)

Columbia Management Investment Distributors Inc

Disclosures

Please visit the SEC profile of Kurt Blanz 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 Victory Capital Management Inc

Christian Oconnor
San Antonio, TX
Brian Groover
San Antonio, TX
Jordan Boehne
San Antonio, TX
Noe Fernandez
San Antonio, TX
Ethan Fine
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Joseph Powers
Bayville, NY
Judith Phu
San Antonio, TX

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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