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Kim Winkelman Lovett

LOVETT ADVISORS LLC·NEWARK, Delaware
Clean recordLOVETT ADVISORS LLC
630 CHURCHMANS ROAD, NEWARK, DE 19702CRD# 1874496Firm CRD# 283929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim Winkelman Lovett · NEWARK, DE
Registration
CRD #1874496 · LOVETT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kim Winkelman Lovett is a registered financial advisor based in NEWARK, Delaware, affiliated with LOVETT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LOVETT ADVISORS LLC
LOVETT ADVISORS LLC
AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LOVETT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1874496
Firm CRD# 283929
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Winkelman Lovett offer?
Kim Winkelman Lovett specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWARK, Delaware for a consultation.
What are Kim Winkelman Lovett's credentials?
Kim Winkelman Lovett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Winkelman Lovett located?
Kim Winkelman Lovett is based in NEWARK, Delaware, working with LOVETT ADVISORS LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Kim Winkelman Lovett charge for services?
Kim Winkelman Lovett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOVETT ADVISORS LLC?
LOVETT ADVISORS LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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