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Kauzer Capital Management LLC
Kauzer Capital Management, LLC is a private investment advisory firm based in Walnut Creek, California. It acts as a fiduciary for high-net-worth clients in...
Overview
Kauzer Capital Management, LLC is a private investment advisory firm based in Walnut Creek, California. It acts as a fiduciary for high-net-worth clients in the San Francisco Bay Area, providing estate planning, portfolio management, and risk management services. The firm specializes in serving high-net-worth individuals and families with personalized financial planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Walnut Creek
Principals
Travis Reid Kauzer
Founder & CIO
Sector focus
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