KAITZ INVESTMENTS INC.

KAITZ INVESTMENTS INC. is an SEC-registered investment adviser (CRD 157459). Regulatory assets under management: $12.2M.

Registration

• CRD: 157459
• Type: Registered investment adviser
• Phone: 510-520-3329
• Latest filing: 2026-01-27
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, 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 157459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search