KURT OELZE, LLC

KURT OELZE, LLC is an SEC-registered investment adviser (CRD 132874). Regulatory assets under management: $3.1M.

Registration

• CRD: 132874
• Type: Registered investment adviser
• Phone: 602-515-9508
• Latest filing: 2021-08-31
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132874 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search