KAWG&F FINANCIAL PLANNING GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
TIMONIUM, Maryland
CRD number
131318
Fee structure
Other

Firm profile

FINTRX

Overview

Kawg&F Financial Planning Group LLC is organized as a limited liability company that provides financial planning services. Public records classify the firm as unclassified and list its owner type as a domestic entity/individual. The firm's fee model is recorded as "other," and the dataset does not indicate a registration year with the SEC. The firm is not flagged as an active ESG investor, is not listed as a multi-state adviser in the dataset, and does not identify as a pension consultant or related adviser. An industry affiliation with accounting professionals is recorded, suggesting a relationship or network connection with accountants.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth