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Building 2KOWAL INVESTMENT GROUP, LLC

Map pinBROOKFIELD, WI
Phone(262) 522-4040
NotebookSEC #801-119756
Total AUM
$1.1B
Employees
22
Clients
1,349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17775 WEST BLUEMOUND ROAD
BROOKFIELD
WI 53045
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
(262) 522-4040
Other Offices
5

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,527
Discretionary
$1.1B
Accounts
4,527
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
936
AUM
$332.1M
HNW Individual Clients
412
AUM
$776M
Charitable Organization Clients
1
AUM
$532.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMIMNNCNHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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