Koltun, Buckman, Ortiz Consultants, L.L.C. (Metairie)

Koltun, Buckman, Ortiz Consultants, L.L.C. is an adviser based in Metairie. It manages $43.34 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Louisiana, and Texas.

Koltun, Buckman, Ortiz Consultants, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Koltun, Buckman, Ortiz Consultants, L.L.C: assets under management

The assets under management (AUM) of Koltun, Buckman, Ortiz Consultants, L.L.C. is $43.34 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Koltun, Buckman, Ortiz Consultants, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Koltun, Buckman, Ortiz Consultants, L.L.C.

Jay Leonard Buckman has been acting as President since 1 Jul 1997. Gerardo Ortiz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay Leonard Buckman	President	1 Jul 1997	75% - 100%	4486256
Gerardo Ortiz	Chief compliance officer	1 May 2004	Other	4933716

Based in Metairie

The principal office where Koltun, Buckman, Ortiz Consultants, L.L.C. performs its advisory services is located at 2555 Severn Avenue, Metairie, LA 70002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.