KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
Legal name: KBOC, LLC
CRD #117236 SEC #801-62527 METAIRIE, LA (504) 457-6252
SEC Registered
Total AUM
$43.3M
Discretionary
$0
Employees
1
Clients
26
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ORTIZ, GERARDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
| BUCKMAN, JAY, LEONARD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 27, 2012 REGISTERED
Notice Filings (3)
CA LA TX
Address
2555 SEVERN AVENUESUITE 100
METAIRIE, LA 70002
United States
Phone: (504) 457-6252