Koll Bren Schreiber Realty Advisors, Inc.
CRD 108568SEC# 801-56610Newport Beach, CA
No longer SEC-registered. Koll Bren Schreiber Realty Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$128K
Employees
79
Accounts
1
Location
Newport Beach, CA
Koll Bren Schreiber Realty Advisors, Inc. assets under management
Koll Bren Schreiber Realty Advisors, Inc. is an SEC-registered investment adviser based in Newport Beach, CA. It reports $128,212 in regulatory assets under management and employs 79 people.
Koll Bren Schreiber Realty Advisors, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Zamudio | Executive Vice President, Human Resources | Under 5% | 2023 |
| Giovanni Cordoves | Regional President, Western U.s. Portfolio Operations | Under 5% | 2023 |
| Jeffrey Keith Waldvogel | Chief Financial Officer, Secretary & Treasurer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Koll Bren Schreiber Realty Advisors, Inc. manage?
Koll Bren Schreiber Realty Advisors, Inc. reports $128,212 in regulatory assets under management on its Form ADV.
How many employees does Koll Bren Schreiber Realty Advisors, Inc. have?
Koll Bren Schreiber Realty Advisors, Inc. reports 79 employees.
Where is Koll Bren Schreiber Realty Advisors, Inc. located?
Koll Bren Schreiber Realty Advisors, Inc. is based in Newport Beach, CA.
Does Koll Bren Schreiber Realty Advisors, Inc. disclose fund performance?
Koll Bren Schreiber Realty Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Newport Center Dr., Suite 700, Newport Beach, CA 92660 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$128KNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$128Kregulatory AUM
Discretionary $0Non-discretionary $128K