Kawg&F Financial Planning Group LLC
Firm details
- Headquarters
- Timonium, Maryland
- CRD number
- 131318
- Website
- www.katzabosch.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Kawg&F Financial Planning Group LLC is organized as a limited liability company and operates as an independent registered investment adviser. Corporate filings describe the firm as a domestic entity with individual ownership. FINTRX classifies the adviser as not acting as a capital allocator and not serving as a pension consultant or related adviser. The firm reports a nonstandard fee arrangement (listed as “Other”) rather than a straightforward assets-under-advice or commission model. FINTRX also indicates the firm is not an active ESG investor and is not identified as a multi-state registered adviser. The firm lists an industry affiliation with accounting professionals, suggesting a close relationship with accountants for client service or back-office support. No specific advisory activities or client segments are detailed in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Amy Heim
Principal And Chief Compliance OfficerCRD 8186223
Contacts
1 of 1
Mark Kelly
DirectorCRD 4921617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Timonium, MD
Baltimore
Location
Timonium, MD
Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- Deereco Rd
- Time zone
- ET (UTC-5)
- Office locations
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