Kowal Investment Group, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, offering comprehensive financial solutions to individuals and organizations. With a dedicated team of 26 professionals, including 12 experienced investment advisors, they provide expert guidance tailored to their clients' unique financial goals.
The firm boasts an impressive average of $75,540,000 in assets under management per investment advisor, aligning with the industry's standard. Kowal Investment Group, LLC's compensation structure encompasses various types, such as a percentage of assets under management, ensuring a client-ce...
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Assets Under Mgmt
$934.77M
Investment Professionals
12
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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