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Kenneth Frank

CWCAPITAL INVESTMENTS LLC·BETHESDA, Maryland
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7501 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 6316333Firm CRD# 144535
01

About

Kenneth Frank is a registered financial advisor based in BETHESDA, Maryland, affiliated with CWCAPITAL INVESTMENTS 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
CWCI LLC
CWCI LLC
AUM
$270M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CWCI LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6316333
Firm CRD# 144535
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Frank offer?
Kenneth Frank specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Kenneth Frank's credentials?
Kenneth Frank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Frank located?
Kenneth Frank is based in BETHESDA, Maryland, working with CWCAPITAL INVESTMENTS LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Kenneth Frank charge for services?
Kenneth Frank's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWCAPITAL INVESTMENTS LLC?
CWCAPITAL INVESTMENTS LLC has approximately 5 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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