KOWALSKI FINANCIAL INC.

KOWALSKI FINANCIAL INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 300424). Regulatory assets under management: $202.0M.

Registration

• CRD: 300424
• SEC file number: 801-119629
• Type: Registered investment adviser
• Location: 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426
• Phone: 952-297-8589
• Latest filing: 2026-01-09
• Regulatory AUM: $202.0M
• Discretionary AUM: $202.0M
• Clients: 7
• Accounts: 733

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 300424 on SEC IAPD (source of record)
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