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Kowal Investment Group, Llc

Tel: (262) 522-4040
W238 N1660 Busse Rd.
Suite 100
Waukesha, Wisconsin  53188

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Kowal Investment Group, Llc

Kowal Investment Group, Llc is a Waukesha, Wisconsin based financial advisory firm with nearly $$960,973,412 in assets under management and provides investment advisory services for 3486 clients. There are currently 26 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Pension Consulting Services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

113169

SEC#:

801-119756

No. of Clients:

3486

Assets under Management

$960,973,412

No. of Advisors:

26

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