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David William Kornberg

Attessa Capital LLC

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About David William Kornberg

David William Kornberg is an Investment Advisor Representative at Attessa Capital LLC. David has been working in the financial services industry since August 2014. David holds the Series 65 license and has been registered with the state of Arizona since January 13, 2020. David also holds a Texas Investment Advisor Representative registration which was approved on May 11, 2020. David's primary practice involves providing investment advisory services to individuals and corporations. David is also a member of the Board of Directors and Treasurer for Archaeology Southwest.

Firm Information

David Kornberg is currently registered with Attessa Capital LLC. Attessa Capital LLC is a Tucson, Arizona-based investment advisor with approximately $259 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Attessa Capital also publishes periodicals for its clients.
Attessa Capital LLC

3060 N SWAN RD

TUCSON, AZ 85712

$259.07M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Free

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David Kornberg’s Registration & Firm History

AZ

05/08/2020 - Present

Attessa Capital LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 09/06/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Kornberg.
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