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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kowal Investment Group LLC
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| CRD # | 113169 |
| SEC # | 801-119756 |
| CIK # | 0001846786 |
| AUM | $1.1 B (2024-09-11) |
| Employees | 22 (50% Investors, 55% Brokers) |
| Phone | 262-522-4040 |
| Address | 17775 West Bluemound Road Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.5 | ||
| Nvidia Corp | 8.9 | ||
| Microsoft Corp | 7.8 | ||
| Wisconsin Energy Corp | 3.9 | ||
| Amazon Com Inc | 3.6 | ||
| AbbVie Inc | 3.2 | ||
| Alphabet Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 936 | 332.1 |
| (b) Individuals (high net worth individuals) | 412 | 776.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,527 | 1,108.7 |
| By Discretionary | ||
| Discretionary | 4,527 | 1,108.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,527 | 1,108.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,108.7 | |
| Total | 4,527 | 1,108.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846786] |
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