KOWAL INVESTMENT GROUP, LLC

BROOKFIELD, Wisconsin·2 registered advisors·CRD# 113169
SEC# 801-1197565(262) 522-4040
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOWAL INVESTMENT GROUP, LLC

2 registered advisors
Aaron Timothy Kowal
BROOKFIELD, Wisconsin
Jeffrey Davis Kowal
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. KOWAL INVESTMENT GROUP, LLC (CRD# 113169) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.