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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 $223,430,054 in assets under management and provides investment advisory services for 727 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion 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:
727
Assets under Management
$223,430,054
No. of Advisors:
8
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