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Joseph John Koziol

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC·WEST HARTFORD, Connecticut
Unclaimed Profile
75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 1868177Firm CRD# 130289
01

About

Joseph John Koziol is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 1868177
Firm CRD# 130289
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph John Koziol offer?
Joseph John Koziol specializes in Retirement Planning. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Joseph John Koziol's credentials?
Joseph John Koziol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph John Koziol located?
Joseph John Koziol is based in WEST HARTFORD, Connecticut, working with PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Joseph John Koziol charge for services?
Joseph John Koziol's firm is compensated through performance-based fees, other: percentage of committed or invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC?
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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