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Building 2MCAVOY KEMP WEALTH MANAGEMENT, LLC

Map pinCOLUMBUS, IN
Phone812-376-6463
NotebookSEC #801-67784
Total AUM
$47.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 25TH STREET
SUITE A
COLUMBUS
IN 47201-3214
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
812-376-6463

ReceiptFinancials

Total AUM
$47.8M
Accounts
287
Discretionary
$47.2M
Accounts
285
Non-Discretionary
$599.6K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PLANNING/RETURNS, EDUCATIONAL PROGRAMS, RISK MANAGEMENT AND FINANCIAL COACHING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

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

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