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KOTYS WEALTH PROFESSIONALS
Tel: 219-465-6924
1111 Glendale Blvd Suite 105
Valparaiso, Indiana 46383
KOTYS WEALTH PROFESSIONALS
KOTYS WEALTH PROFESSIONALS is a Valparaiso, Indiana based financial advisory firm with nearly $188,995,881 in assets under management and provides investment advisory services for 695 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Pension Consulting Services
Fee Structure:
A Percentage of AUM, Hourly charges, Other(PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMEN
Firm CRD#:
168156
SEC#:
801-118738
No. of Clients:
695
Assets under Management
$188,995,881
No. of Advisors:
5
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