K-WM LLC

11 FINANCIAL
LUFKIN, Texas·1 registered advisor·CRD# 174569
SEC# 801-1291303(936) 899-5629
01

Firm Overview

AUM
$12M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at K-WM LLC

1 registered advisor
Taylor J Kovar
LUFKIN, Texas
05

Office Locations

LUFKIN, Texas
1 advisor

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Data sourced from SEC Form ADV filings. K-WM LLC (CRD# 174569) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.