Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > upper arlington > KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
2074 Arlington Avenue
Upper Arlington, Ohio 43221
Tel: 614-222-4888
About KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP, formally registered with the SEC as KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. The firm was established in 01/04/2012. They have over 2 offices throughout the country.
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a Upper Arlington, Ohio based Financial Planning firm with nearly $237,139,194 assets under management, offering retirement planning & investment advisory services to 663 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159811 |
| SEC# | 801-72943 |
| Assets Managed by Firm | $237,139,194 |
| No. of Clients | 663 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 663 | $237,139,194 |
| Individuals (other than high net worth individuals) | 169 | $29,787,381 |
| High net worth individuals | 37 | $207,351,813 |
More Retirement Planning firms in Upper Arlington, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Upper Arlington, Ohio