Brian Thomas Kozel is listed as Managing Member at North Berkeley Wealth Management, LLC in Berkeley, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of North Berkeley Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Thomas Kozel work?
Brian Thomas Kozel is listed as Managing Member at North Berkeley Wealth Management, LLC on SEC Form ADV.
How much of North Berkeley Wealth Management, LLC does Brian Thomas Kozel own?
Form ADV reports a beneficial ownership band of 50-75%.