Overview
Assets Under Management: $1.1 billion
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 412
Average Client Assets: $1.9 million
Frequently Asked Questions
KOWAL INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113169), KOWAL INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
KOWAL INVESTMENT GROUP, LLC is headquartered in BROOKFIELD, WI.
KOWAL INVESTMENT GROUP, LLC serves 412 high-net-worth clients according to their SEC filing dated September 11, 2024. View client details ↓
According to their SEC Form ADV, KOWAL INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KOWAL INVESTMENT GROUP, LLC manages $1.1 billion in client assets according to their SEC filing dated September 11, 2024.
According to their SEC Form ADV, KOWAL INVESTMENT GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 412
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.00%
Average Client Assets: $1.9 million
Total Client Accounts: 4,527
Discretionary Accounts: 4,527
Regulatory Filings
CRD Number: 113169
Filing ID: 1900992
Last Filing Date: 2024-09-11 12:33:00