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Mathew Ryan Kalkowsky

1607 CAPITAL PARTNERS, LLC·RICHMOND, Virginia
Clean record1607 CAPITAL PARTNERS, LLC
13 S. 13TH STREET, RICHMOND, VA 23219CRD# 4905831Firm CRD# 144758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mathew Ryan Kalkowsky · RICHMOND, VA
Registration
CRD #4905831 · 1607 CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mathew Ryan Kalkowsky is a registered financial advisor based in RICHMOND, Virginia, affiliated with 1607 CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
1607 CAPITAL PARTNERS, LLC
1607 CAPITAL PARTNERS, LLC
AUM
$4.3B
Regulatory assets under management
Employees
18
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4905831
Firm CRD# 144758
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mathew Ryan Kalkowsky offer?
Mathew Ryan Kalkowsky specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Mathew Ryan Kalkowsky's credentials?
Mathew Ryan Kalkowsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mathew Ryan Kalkowsky located?
Mathew Ryan Kalkowsky is based in RICHMOND, Virginia, working with 1607 CAPITAL PARTNERS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Mathew Ryan Kalkowsky charge for services?
Mathew Ryan Kalkowsky'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 1607 CAPITAL PARTNERS, LLC?
1607 CAPITAL PARTNERS, LLC has approximately 18 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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