linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ilka Komatsu

LCR Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ilka? Claim Your Profile

About Ilka Komatsu

Ilka Komatsu is a registered investment advisor representative with LCR Wealth Management LLC. Ilka holds the Series 65 and 66 licenses. Ilka has been in the financial services industry for over 20 years and has experience working with high-net-worth individuals, families, and businesses. Prior to joining LCR Wealth Management, Ilka was a financial advisor with UBOC Investment Services, Inc. in California. Ilka specializes in financial planning, portfolio management for businesses and individuals, and providing investment advice for pooled investment vehicles and pension plans.

Firm Information

Ilka Komatsu is currently registered with LCR Wealth Management LLC. LCR Wealth Management LLC is an investment advisor headquartered in Westport, CT. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. The firm manages approximately $146,060,834 in discretionary and non-discretionary assets.
LCR Wealth Management LLC

518 RIVERSIDE AVE

WESTPORT, CT 06880

$146.06M

Assets Under Management

1

Total Clients

3

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ilka Komatsu’s Registration & Firm History

CT

11/19/2021 - Present

LCR Wealth Management LLC (WESTPORT CT)

CA

07/25/2001 - 01/06/2003

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

CA

10/26/1999 - 12/03/1999

BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

Not sure if Ilka Komatsu is right for you?

Licenses & Designations

IA

Issued 11/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ilka Komatsu.
Not sure if Ilka Komatsu is right for you?