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Kerberrose Wealth Management, LLC

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on Sept. 7, 2017
      • $13.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 105
        Accounts
      • $126.6K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Tony Powers, AIF® CFP® CRPS®
    January 2016
    Michael Irwen Ruby
    January 2014
    Mark Kanyanta
    January 2019
    Donald R Pedersen
    April 2014
    Jennifer J Miller
    January 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Kerberrose Sc -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Gery Joseph Sadzewicz Chief Compliance Officer July, 2014 less than 5%
        Anthony J Powers President January, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions