KB
KB

Kenneth Ross Brodkowitz

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
164 clients
Average Client Portfolio
$623K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth is a consultant for Dreamfinders Land Bank, an investment fund, and spends minimal time on this activity. He also holds positions as Executive Director and CFO at The 4100 Group, on the Logix Investments Investment Committee, and as Chief Investment Officer at Bull Harbor Capital.

Employment History
Current Registrations
Logix Investments LLC
September 2024 - Present · 1 yr 5 mos
Bull Harbor Capital LLC.
July 2024 - Present · 1 yr 7 mos
Gfp Private Wealth
January 2024 - Present · 2 yrs 1 mo
State Registrations3 states
FLMDOH
Advisor
Exams
No exam information available for this advisor.