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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Preston Klatt is an investment advisor representative for Genter Capital Management. David Klatt has been with Genter Capital Management since May 1999. David Preston Klatt is registered with the state of California and has passed the Series 65 exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
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CA
03/23/2004 - Present
Genter Capital Management (LOS ANGELES CA)
IA
Issued 02/28/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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