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Matthew Gerard Kovalcik

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP·UPPER ARLINGTON, Ohio
Clean recordKOVALCIK & GERAGHTY WEALTH PARTNERS LLP
2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221CRD# 2396151Firm CRD# 159811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Gerard Kovalcik · UPPER ARLINGTON, OH
Registration
CRD #2396151 · KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Matthew Gerard Kovalcik is a registered financial advisor based in UPPER ARLINGTON, Ohio, affiliated with KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

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03

Firm Overview

Firm
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
AUM
$237M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KOVALCIK & GERAGHTY WEALTH PARTNERS LLP →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2396151
Firm CRD# 159811
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Gerard Kovalcik offer?
Matthew Gerard Kovalcik specializes in Financial Planning, Investment Management. Contact their office in UPPER ARLINGTON, Ohio for a consultation.
What are Matthew Gerard Kovalcik's credentials?
Matthew Gerard Kovalcik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Gerard Kovalcik located?
Matthew Gerard Kovalcik is based in UPPER ARLINGTON, Ohio, working with KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. Their office serves clients in the UPPER ARLINGTON metropolitan area and surrounding communities.
How does Matthew Gerard Kovalcik charge for services?
Matthew Gerard Kovalcik'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 KOVALCIK & GERAGHTY WEALTH PARTNERS LLP?
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP has approximately 4 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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UPPER ARLINGTON, OH

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