M. KULYK & ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 290887). Regulatory assets under management: $840.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Margaret Ann Kulyk | CEO/FOUNDER; TRUSTEE | — |
| Mary Barbara Shaltis | OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER | — |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Jacob Edward Newcomer | FINANCIAL ADVISOR | — |
| Daniel Colin Mcnabb | PORTFOLIO MANAGER | — |
| Daniel Robert Kirslis | FINANCIAL ADVISOR | — |
| KULYK MARGARET ANN | CEO/FOUNDER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SHALTIS MARY BARBARA | OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| NEWCOMER JACOB EDWARD | FINANCIAL ADVISOR | — |
| MCNABB DANIEL COLIN | PORTFOLIO MANAGER | — |
| Kirslis Daniel Robert | FINANCIAL ADVISOR | — |
| Max Farley Kulyk | CEO/FOUNDER; TRUSTEE | — |