Brad T Klontz
Managing PrincipalOccidental Asset Management, LLCCRD 6256625
About Brad T Klontz
Brad T Klontz is listed as Managing Principal at Occidental Asset Management, LLC in Burlingame, CA. Form ADV reports a beneficial ownership band of Under 5%. Brad T Klontz is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Occidental Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brad T Klontz work?
Brad T Klontz is listed as Managing Principal at Occidental Asset Management, LLC on SEC Form ADV.
How much of Occidental Asset Management, LLC does Brad T Klontz own?
Form ADV reports a beneficial ownership band of Under 5%.
Occidental Asset Management, LLC
| Title | Managing Principal |
| Ownership | Under 5% |
| Control person | No |
| Since | 2015 |
Occidental Asset Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2014 |