Unclaimed Profile

Edward Kovalik

KLR GROUP ADVISORS, LP·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63Clean record7 years registeredKLR GROUP ADVISORS, LP

811 MAIN STREET, HOUSTON, TX 77002CRD# 4413045Firm CRD# 297271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Kovalik · HOUSTON, TX

Registration

CRD #4413045 · KLR GROUP ADVISORS, LP · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KLR GROUP ADVISORS, LP

KLR GROUP ADVISORS, LP

Sep 2018 – Apr 2020

Houston, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 14, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KLR GROUP ADVISORS, LP

CRD 297271 · SEC 801-113461

AUM

$290M

Regulatory assets under management

Employees

1 client accounts

Services offered by KLR GROUP ADVISORS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at KLR GROUP ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Edward Kovalik offer?

Edward Kovalik specializes in Retirement Planning.

What are Edward Kovalik's credentials?

Edward Kovalik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Kovalik located?

Edward Kovalik is based in HOUSTON, Texas, last registered with KLR GROUP ADVISORS, LP.

How does Edward Kovalik charge for services?

Edward Kovalik'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 KLR GROUP ADVISORS, LP?

KLR GROUP ADVISORS, LP has approximately 4 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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