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Building 2KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Map pinUPPER ARLINGTON, OH
Phone614-222-4888
NotebookSEC #801-72943
Total AUM
$299.1M
Employees
4
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2074 ARLINGTON AVENUE
UPPER ARLINGTON
OH 43221
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
614-222-4888
Other Offices
1

ReceiptFinancials

Total AUM
$299.1M
Accounts
687
Discretionary
$298M
Accounts
658
Non-Discretionary
$1.2M
Accounts
29

ContactClients

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Individual Clients
173
AUM
$36.8M
HNW Individual Clients
104
AUM
$262.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHPASCTX

HandshakeAffiliates

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

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