Claim Profile
KM

Kevin James Mcginty

PEPPERTREE CAPITAL MANAGEMENT INC.·CHAGRIN FALLS, Ohio
Unclaimed Profile
86 WEST STREET, CHAGRIN FALLS, OH 44022CRD# 1628179Firm CRD# 163215
01

About

Kevin James Mcginty is a registered financial advisor based in CHAGRIN FALLS, Ohio, affiliated with PEPPERTREE CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PEPPERTREE CAPITAL MANAGEMENT INC.
PEPPERTREE CAPITAL MANAGEMENT INC.
AUM
$6.5B
Regulatory assets under management
Employees
33
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1628179
Firm CRD# 163215
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAGRIN FALLS?

Browse all registered financial advisors in CHAGRIN FALLS, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin James Mcginty offer?
Kevin James Mcginty specializes in Retirement Planning, Wealth Management. Contact their office in CHAGRIN FALLS, Ohio for a consultation.
What are Kevin James Mcginty's credentials?
Kevin James Mcginty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Mcginty located?
Kevin James Mcginty is based in CHAGRIN FALLS, Ohio, working with PEPPERTREE CAPITAL MANAGEMENT INC.. Their office serves clients in the CHAGRIN FALLS metropolitan area and surrounding communities.
How does Kevin James Mcginty charge for services?
Kevin James Mcginty'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 PEPPERTREE CAPITAL MANAGEMENT INC.?
PEPPERTREE CAPITAL MANAGEMENT INC. has approximately 33 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty