KG Consulting Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 175431
- Custodians
- MONEYBLOCK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.74%
- Individuals33.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
KG Consulting Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families and combines advisory services with insurance brokerage capabilities. Its advisory work includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee structures. The firm is not identified as an active ESG investor and is not a multi-state adviser.
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
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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