KGL FINANCIAL ADVISORS, LLC

KGL FINANCIAL ADVISORS, LLC of BANNOCKBURN, IL is an SEC-registered investment adviser (CRD 297274). Regulatory assets under management: $30.0M.

Registration

• CRD: 297274
• Type: Registered investment adviser
• Location: 2333 WAUKEGAN RD STE 120, BANNOCKBURN, IL, 60015
• Phone: (847) 899-2001
• Latest filing: 2022-08-29
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search