KAMSON FINANCIAL

RIASEC Registered

Total AUM

—

Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: MESA, Arizona
CRD number: 150158
Website: kamsonfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kamson Financial operates as a Limited Liability Company and is classified as a qualified custodian. The firm primarily engages in financial planning services and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Additionally, Kamson Financial offers educational seminars and workshops, enhancing their client engagement and knowledge-sharing efforts. While the firm does not actively pursue ESG investments, it has a diverse range of advisory activities that cater to various client needs.