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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Tel: 614-222-4888
2074 Arlington Avenue
Upper Arlington, Ohio  43221

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KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a Upper Arlington, Ohio based financial advisory firm with nearly $237,139,194 in assets under management and provides investment advisory services for 663 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

159811

SEC#:

801-72943

No. of Clients:

663

Assets under Management

$237,139,194

No. of Advisors:

4

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