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Kyle Balcos
from Hohimer Wealth Management, LLC
Kyle Balcos is a financial advisor based in Washington, Seattle,
with 13 years of experience. Kyle currently works for
Hohimer Wealth Management, LLC.
Kyle maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kyle Balcos works at Hohimer Wealth Management, LLC
Hohimer Wealth Management, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $636,096,280 of assets under management and employs about 9 people. Hohimer Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
One Union Square, 600 University Street, Suite 2401, Seattle, Washington, 98101
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