TrueAdvisor
TrueAdvisor
CB
CB

Craig Matthew Borkovec

Composition Wealth, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Composition Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064

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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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Employment History
Current Registrations
Composition Wealth, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Dws Distributors, INC.Broker
February 2016 - December 2019 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
May 2015 - August 2015 · 3 mos
State Registrations2 states
CAIL
Advisor
Exams
No exam information available for this advisor.