K
CRD: 144514
Kellogg Wealth Advisors, Inc.
Studio City, CA
3235591445
$9.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2007
- Office Locations
- 1
Office Locations
-- Studio City CA
About Kellogg Wealth Advisors, Inc.
Kellogg Wealth Advisors, Inc. is a Studio City-based RIA. The firm has been operating for 18 years. Managing $9.5M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
71 AVG AGE
$9.5M AVG AUM / ADVISOR
$395.5K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
See the complete signal summary connected to peak.
Unlock to compare peer behavior around ember unison.
Full visibility includes strategy notes for glacier bridge.
See the complete signal summary connected to vertex.
Request access to benchmark trends tied to summit.
Unlock to see real insight on bridge foundation.
Request access to benchmark trends tied to vertex pioneer.
Unlock to see real insight on summit matrix signal.
Investment Themes
Vital Capital
Investment Vehicles
Beacon
Services
Pioneer Atlas Summit oak Capital Insight quantum
Owner & Executives
PETER K CRISWELL
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4661726
- Ownership
- 75% or more
(652) 525-1051
legacy.delta@crestcapital.com
in linkedin.com/in/matrix-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,492,843 | -- |
| Total | $9,492,843 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,492,843
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $362,007,924 | 100.0% |
| Total | $362,007,924 | 100.0% |