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Kyle Balcos
Wealth Advisor at Hohimer Wealth Management
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Work Experience
Wealth Advisor
Aug 2023 - Present · 1 years and 5 months
Wealth Advisor
Nov 2021 - Jul 2023 · 1 years and 8 months
Private Banker
Jul 2011 - Nov 2021 · 10 years and 4 months
Company Details
We are a Seattle based Wealth Management firm specializing in a White Glove / High Touch Experience for High Net Worth Individuals seeking the opportunity to work with a Firm where it's not only about numbers, but where people and family come first. Investment advisory services are offered through Hohimer Wealth Management, LLC (HWM), an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. HWM offers investment advisory services after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s Form ADV documents. LendinCo, LLC (LC) provides residential lending services and is an affiliated entity of HWM. Some content posted in this page directs readers to visit LC’s website or contact them. Additionally, existing clients of HWM may be referred to obtain lending services from LC, creating a conflict of interest for HWM. Viewers can review HWM’s Form ADV Part 2A to learn how the firm addresses this conflict. This page is for informational purposes only and does not constitute a description of our investment advisory services. Any market or financial data presented on this page does not constitute a recommendation to buy or sell a specific security or is to be interpreted as personalized financial, tax, or investment advice. Viewers are encouraged to consult with a financial professional before making any financial, tax, or investment decisions. Information is obtained from sources believed to be reliable but is not guaranteed. Nothing on this page states or implies that past results are an indication of future performance. The views or opinions expressed in third party articles referenced may not align entirely with the views and opinions of HWM. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
Year Founded
2019
Social Media
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Industry
Financial Services
HQ Location
600 University St Suite 2401 Seattle, Washington 98101, US
Keywords
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