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Building 2MORGAN KENWOOD ADVISORS, LLC

Map pinGREENDALE, WI
Phone414-423-4020
NotebookSEC #801-66997
Total AUM
$17.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5130 WEST LOOMIS ROAD
GREENDALE
WI 53129-1424
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
414-423-4020

ReceiptFinancials

Total AUM
$17.2M
Accounts
37
Discretionary
$0
Accounts
0
Non-Discretionary
$17.2M
Accounts
37

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ATTENDEE FEE (SEMINARS); PERCENTAGE OF ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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

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