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Steven Thomas Mcgovern

IBEX WEALTH ADVISORS, LLC·LEBANON, New Jersey
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3 WERNER WAY, LEBANON, NJ 08833CRD# 2726891Firm CRD# 168674
01

About

Steven Thomas Mcgovern is a registered financial advisor based in LEBANON, New Jersey, affiliated with IBEX WEALTH 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
IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC
AUM
$710M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at IBEX WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2726891
Firm CRD# 168674
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Thomas Mcgovern offer?
Steven Thomas Mcgovern specializes in Financial Planning, Investment Management. Contact their office in LEBANON, New Jersey for a consultation.
What are Steven Thomas Mcgovern's credentials?
Steven Thomas Mcgovern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Thomas Mcgovern located?
Steven Thomas Mcgovern is based in LEBANON, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Steven Thomas Mcgovern charge for services?
Steven Thomas Mcgovern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IBEX WEALTH ADVISORS, LLC?
IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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