Kurt Oelze, LLC
RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$307K
Accounts
10
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132874
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.18%
- Individuals21.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kurt Oelze, LLC operates as a limited liability company focused on providing portfolio management services for individuals and small businesses. The firm caters primarily to a client base of individuals and families, employing a fee structure based on a percentage of assets under management. While the firm does not classify itself as an ESG investor, it actively engages in managing investment portfolios tailored to the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents15%
- US Government Bonds5%
Contacts
1 of 1Kurt Oelze
OwnerCRD 4582462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations