Gary Karz is a CFA-designated registered investment advisor at Wwm Advisory INC., based in Culver City, CA, with 7 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 106 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM Advisory Inc. provides investment advice and portfolio management at no additional charge to clients of Wolman Wealth Management Inc., which charges a monthly fee for unrelated business management services.
Location
4208 Overland Avenue, Culver City, CA, 90230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gary owns Investorhome.com, a research website, since 1996. This activity is non-active.
Employment History
Current Registrations
Wwm Advisory INC.
Previous Registrations
Proficient Investment Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.