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Rachel S Munk

MWM GROUP LLC·HEWLETT, New York
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1135 RAILROAD AVENUE, HEWLETT, NY 11557-2307CRD# 6148364Firm CRD# 164123
01

About

Rachel S Munk is a registered financial advisor based in HEWLETT, New York, affiliated with MWM GROUP 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
MWM GROUP LLC
MWM GROUP LLC
AUM
$306M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MWM GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6148364
Firm CRD# 164123
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachel S Munk offer?
Rachel S Munk specializes in Financial Planning, Investment Management. Contact their office in HEWLETT, New York for a consultation.
What are Rachel S Munk's credentials?
Rachel S Munk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel S Munk located?
Rachel S Munk is based in HEWLETT, New York, working with MWM GROUP LLC. Their office serves clients in the HEWLETT metropolitan area and surrounding communities.
How does Rachel S Munk charge for services?
Rachel S Munk's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MWM GROUP LLC?
MWM GROUP LLC has approximately 4 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HEWLETT
Carey Steve Gruenbaum — MWM GROUP LLCNathan Shalom Munk — MWM GROUP LLCAaron Munk — MWM GROUP LLC
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