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Building 2KCPAG FINANCIAL ADVISORS LLC

Map pinROBINSON, IL
Phone618-544-4993
NotebookSEC #801-60922
Total AUM
$50.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 E. WALNUT STREET
P. O. BOX 529
ROBINSON
IL 62454
United States
Operating Hours
8:00A.M. - 5:00P.M.
Monday - Friday
Phone
618-544-4993

ReceiptFinancials

Total AUM
$50.1M
Accounts
218
Discretionary
$12.2M
Accounts
30
Non-Discretionary
$37.9M
Accounts
188

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYLATXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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