MORGAN KENWOOD ADVISORS, LLC

Overview

Morgan Kenwood Advisors, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. The firm does not engage in capital allocation activities and is not classified as a multi-state adviser. Morgan Kenwood Advisors does not actively pursue ESG investments and has established its business model around a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

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Public Holdings

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Location & Offices