KGL FINANCIAL ADVISORS, LLC

Overview

KGL Financial Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm does not engage in capital allocation and is not classified as a multi-state adviser. KGL Financial Advisors emphasizes a fee structure based on a percentage of assets under management (AUM), aligning their interests with those of their clients. The firm does not actively pursue ESG investment strategies and maintains a straightforward approach to managing client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices