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KVO CAPITAL MANAGEMENT, LLC
KVO CAPITAL MANAGEMENT, LLC
NEW YORK, New York
·
2 registered advisors
·
CRD# 147429
SEC# 801-69255
646-568-7119
01
Firm Overview
AUM
$167M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at KVO CAPITAL MANAGEMENT, LLC
2 registered advisors
David William Oberting
NEW YORK, New York
CRD# 1889079
Richard Norton Sayles
HANOVER, New Hampshire
CRD# 2750251
05
Office Locations
HANOVER, New Hampshire
1 advisor
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. KVO CAPITAL MANAGEMENT, LLC (CRD# 147429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.