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KIT COLE INVESTMENT ADVISORY SERVICES

Advisory

SAN RAFAEL, CA

Data as of Mar 30, 2005 · Source: SEC Form ADV

Total AUM
$31M
1-Year AUM Growth
-35.5%
3-Year CAGR
-18.0%
Employees
0
Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingJan 31, 2001
Latest FilingMar 30, 2005
🔒 Full AUM trend chart and 13 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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