|
⚲
|
| Kowalski Financial Inc
✚
|
|
|---|---|
| CRD # | 300424 |
| SEC # | 801-119629 |
| CIK # | |
| AUM | $139.6 MM (2023-02-08) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 952-297-8589 |
| Address | 600 Highway 169 South Minneapolis, MN 55426 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 139.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 139.6 |
| By Discretionary | ||
| Discretionary | 640 | 139.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 640 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.6 | |
| Total | 640 | 139.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
J P Davis Inc
✚
|
AZ | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
Paolino William John
✚
|
NY | 0.1 |
|
Para Wealth Advisors Inc
✚
|
WA | 0.1 |
|
Smith Partners Wealth Management LLC
✚
|
NC | 0.1 |
|
Blong Financial LLC
✚
|
TN | 0.1 |
|
Glenorchy Capital Limited
✚
|
0.1 | |
|
Christian Investment Advisors Inc
✚
|
TX | 0.1 |
|
Golden Bell Financial Planning LLC
✚
|
GA | 0.1 |
|
Innis Investments LLC
✚
|
OH | 0.1 |