Chief Compliance Officer/managing Member/founder/managing Partner · Resolute Partners Group
Kevin M. Lutz
CRD 5250397 · Named on Form ADV at one SEC-registered adviser
At a glance
Resolute Partners Group, an SEC-registered wealth manager based in SAN Francisco, CA with $1.9 billion in regulatory assets, lists Kevin M. Lutz on its Form ADV as Chief Compliance Officer/managing Member/founder/managing Partner, a control person.
Firms and roles
- Resolute Partners GroupChief Compliance Officer/managing Member/founder/managing PartnerWealth manager · SAN Francisco, CA · $1.9B in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ryan A McDermottManaging Member/founder/managing Partner, Resolute Partners Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.