KGL FINANCIAL ADVISORS, LLC

RIASEC Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$1.1M
Accounts
28
Employees
1
Advisory reps
2

Firm details

Headquarters
BANNOCKBURN, Illinois
CRD number
297274
Fee structure
Percentage of AUM
Client types
  • HNWI83.33%
  • Individuals16.67%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • EDWARD LESZYNSKI

    CEO & CCOCRD 4301260

Contacts

1 of 1
  • Koza Robert

    Managing MemberCRD 6992859

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BANNOCKBURN, IL

LAKE

Location

BANNOCKBURN, IL

Headquartered in BANNOCKBURN, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
2333 Waukegan Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth