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KGL FINANCIAL ADVISORS, LLC
KGL ADVISORS, LLC
CRD 297274
2333 WAUKEGAN RD STE 120, BANNOCKBURN, IL, 60015, United States
Phone
(847) 899-2001
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2022-08-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.0M |
| High net worth individuals | 5 | $25.0M |
Official SEC filing: View on IAPD