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.
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.
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.
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.
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.
You can reach the main office by calling the phone number (504) 457-6252 or by fax (504) 457-6249. The normal business hours are by appointment only on Monday - Friday.