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Kathleen Kovacs Mcdermott

MCDERMOTT INVESTMENT ADVISORS, LLC·NAPLES, Florida
Unclaimed Profile
780 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 4928511Firm CRD# 132221
01

About

Kathleen Kovacs Mcdermott is a registered financial advisor based in NAPLES, Florida, affiliated with MCDERMOTT INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCDERMOTT INVESTMENT ADVISORS, LLC
MCDERMOTT INVESTMENT ADVISORS, LLC
AUM
$228M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MCDERMOTT INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Other: SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.
Regulatory
SEC/IARD CRD# 4928511
Firm CRD# 132221
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Kovacs Mcdermott offer?
Kathleen Kovacs Mcdermott specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Kathleen Kovacs Mcdermott's credentials?
Kathleen Kovacs Mcdermott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Kovacs Mcdermott located?
Kathleen Kovacs Mcdermott is based in NAPLES, Florida, working with MCDERMOTT INVESTMENT ADVISORS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Kathleen Kovacs Mcdermott charge for services?
Kathleen Kovacs Mcdermott's firm is compensated through percentage of aum, hourly charges, commissions, other: share in a fee charged by third party adviser.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDERMOTT INVESTMENT ADVISORS, LLC?
MCDERMOTT INVESTMENT ADVISORS, LLC has approximately 13 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCDERMOTT INVESTMENT ADVISORS, LLC

Dean Patrick Mcdermott
NAPLES, FL

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