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MORGAN KENWOOD ADVISORS, LLC
CRD 128322 · SEC 801-66997
5130 WEST LOOMIS ROAD, GREENDALE, WI, 53129-1424, United States
Phone
414-423-4020
Fax
414-423-4023
Registration
— (—)
Source
State registered
Total AUM
$96.7M
Discretionary AUM
$91.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $76.8M |
| High net worth individuals | 15 | $19.9M |
All web addresses on file
Official SEC filing: View on IAPD