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Brad T Klontz

Managing PrincipalOccidental Asset Management, LLCCRD 6256625

About Brad T Klontz

Brad T Klontz is listed as Managing Principal at Occidental Asset Management, LLC in Burlingame, CA. Form ADV reports a beneficial ownership band of Under 5%. Brad T Klontz is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Occidental Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brad T Klontz work?

Brad T Klontz is listed as Managing Principal at Occidental Asset Management, LLC on SEC Form ADV.

How much of Occidental Asset Management, LLC does Brad T Klontz own?

Form ADV reports a beneficial ownership band of Under 5%.

Occidental Asset Management, LLC

TitleManaging Principal
OwnershipUnder 5%
Control personNo
Since2015
View Occidental Asset Management, LLC →

Occidental Asset Management, LLC

TitleTrustee
Ownership—
Control personYes
Since2014
View Occidental Asset Management, LLC →