KG Consulting Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 175431
- Custodians
- MONEYBLOCK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.88%
- Individuals21.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
KG Consulting Group, Inc. is a corporation operating as an independent registered investment adviser that serves individual and family clients. Ownership is held by an individual. The firm combines advisory services with insurance brokerage activity and bills clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Its regulatory filing lists financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops among its advisory offerings. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities40%
- Exchange Traded Equities25%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Kenneth Cantley
President And CEOCRD 1595112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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