STRATEGIC INVESTMENT ADVISORS, INC.
Legal name: KENFIELD CAPITAL STRATEGIES
CRD #132410 SEC #801-68104 LOS ANGELES, CA 310-734-4740
SEC Registered
Total AUM
$49.6M
Discretionary
$42.8M
Employees
6
Clients
51
Accounts
373
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 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 |
|---|---|---|---|---|
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WALTZER, KENNETH, BRIAN | I | PRESIDENT | E | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 24, 2012 REGISTERED
Notice Filings (3)
CA MD WA
Address
11900 W. OLYMPIC BLVD.SUITE 520
LOS ANGELES, CA 90064
United States
Phone: 310-734-4740