Unclaimed
Patricia Kraemer is a registered Investment Advisor Representative with Westmount Partners, LLC in Los Angeles, California. Patricia Kraemer has been in the financial services industry since May 2000. Patricia Kraemer is a Chartered Financial Analyst. Westmount Partners, LLC is a Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. Westmount Partners, LLC provides advisory services to individuals, businesses, charitable organizations, pension plans, pooled investment vehicles, and high-net-worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
11/09/2011 - Present
Westmount Partners, LLC (LOS ANGELES CA)
Active
Inactive
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