Kellogg Wealth Advisors, Inc.
RIASEC Registered
Total AUM
$9.5M
Discretionary
$0
0% of AUM
Avg account
$237K
Accounts
40
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144514
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.09%
- Individuals40.91%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kellogg Wealth Advisors, Inc. is an independent, privately owned registered advisory firm that serves individual and family clients. The firm operates on a percentage-of-assets fee model and combines portfolio management for individuals and small businesses with the ability to select and allocate to external advisers. It also conducts insurance brokerage activity alongside its advisory work. The firm reports it is a capital allocator and does not market itself as an active ESG investor or a multistate adviser.
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 Equities100%
Contacts
1 of 1
Peter Criswell
President, CCOCRD 4661726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations