Symphonic Financial Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kurt Kilwein is a certified financial planner and chartered financial consultant whose office is in Los Angeles, California. Currently an advisor at Symphonic Financial Advisors LLC, they have gathered 14 years of professional experience as a registered investment advisor. Kilwein maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Kilwein is able to work with investors in California. During their career, the advisor has held roles at Symphonic Securities and Nsbn Llp. Symphonic Financial Advisors LLC is located in Los Angeles, California, and has 12 locations throughout the nation. As a company, Symphonic Financial Advisors LLC manages $132 million in assets throughout 1,541 accounts and retains six staff members. The firm's total assets under management makes it one of the mid-sized firms in the country. The firm manages 1,475 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,541 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Symphonic Financial Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Symphonic Financial Advisors LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kurt Kilwein Work History
Kurt has 14 years of experience.
Kurt Kilwein has no disclosures.
Please visit their SEC profile for more details.