Kurt
Kilwein

Symphonic Financial Advisors LLC

CRD#6253855
Investment Advisor
in Los Angeles, CA
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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

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

1925 Century Park East 16Th Floor
Los Angeles, CA 90067

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Symphonic Financial Advisors LLC Brokerage Details

Total Assets Under Management

$122,851,364

CA Average: $7,464,549,021
Total Number of Employees

6

CA Average: 88
Total Number of Accounts

1,325

CA Average: 3,892
Average Account Size

$92,718

CA Average: $1,917,921

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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

Kurt Kilwein Work History

Kurt has 14 years of experience.

2013 - Present (6 years)

Symphonic Securities

2004 - Present (15 years)

Nsbn Llp

Disclosures

Kurt Kilwein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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