Bryan
Kamau
Homrich Berg
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About this Advisor
Bryan Kamau is a financial advisor based in Atlanta, Georgia, working with Homrich Berg. Bryan has previously held positions at Walmart, State Farm, the University of Georgia, UBS Financial Services Inc, UBS Financial Servicers Inc, and HB Wealth Management, LLC. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Bryan is part of Homrich Berg, which operates out of Atlanta, Georgia. The firm has 6 offices and 180 employees. The firm manages assets totaling $15.2 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 investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Homrich Berg includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$15,199,304,130
180
17,942
$847,135
Investment Advisory Services
- Financial planning 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
Bryan Kamau Work History
Hb Wealth Management, LLC
Ubs Financial Servicers Inc
Ubs Financial Services Inc
State Farm
Walmart
Education (University Of Georgia)
Disclosures
Please visit the SEC profile of Bryan Kamau 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 Homrich Berg
Atlanta, GA
Alpharetta, GA
Gallatin, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, 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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