Unclaimed Profile

Daniel Ignatius Ward

KBK CAPITAL MANAGEMENT, LLC·DELRAY BEACH, Florida

Clean recordKBK CAPITAL MANAGEMENT, LLC

55 SOUTH EAST 2ND AVENUE, DELRAY BEACH, FL 33444CRD# 6861356Firm CRD# 288662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Ignatius Ward · DELRAY BEACH, FL

Registration

CRD #6861356 · KBK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Ignatius Ward is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with KBK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KBK CAPITAL MANAGEMENT, LLC

AUM

$275K

Regulatory assets under management

Employees

Total firm employees

View all advisors at KBK CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Other

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 6861356

Firm CRD# 288662

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Ignatius Ward offer?

Daniel Ignatius Ward specializes in Investment Management, Retirement Planning. Contact their office in DELRAY BEACH, Florida for a consultation.

What are Daniel Ignatius Ward's credentials?

Daniel Ignatius Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Ignatius Ward located?

Daniel Ignatius Ward is based in DELRAY BEACH, Florida, working with KBK CAPITAL MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.

How does Daniel Ignatius Ward charge for services?

Daniel Ignatius Ward's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KBK CAPITAL MANAGEMENT, LLC?

KBK CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $275K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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