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Taylor J Kovar

K-WM LLC·LUFKIN, Texas
Unclaimed Profile
504 S FIRST ST., LUFKIN, TX 75901CRD# 6112979Firm CRD# 174569
01

About

Taylor J Kovar is a registered financial advisor based in LUFKIN, Texas, affiliated with K-WM 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
Nonprofits & Foundations
03

Firm Overview

Firm
K-WM LLC
11 FINANCIAL
AUM
$12M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at K-WM LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6112979
Firm CRD# 174569
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Taylor J Kovar offer?
Taylor J Kovar specializes in Financial Planning, Investment Management. Contact their office in LUFKIN, Texas for a consultation.
What are Taylor J Kovar's credentials?
Taylor J Kovar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor J Kovar located?
Taylor J Kovar is based in LUFKIN, Texas, working with K-WM LLC. Their office serves clients in the LUFKIN metropolitan area and surrounding communities.
How does Taylor J Kovar charge for services?
Taylor J Kovar's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is K-WM LLC?
K-WM LLC has approximately 6 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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