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KWK MANAGEMENT LLC

3033 W Alabama St
Suite 150
Houston, Texas 77098
Tel: 346-396-0300

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About KWK MANAGEMENT LLC

KWK MANAGEMENT LLC, formally registered with the SEC as KWK MANAGEMENT LLC. The firm was established in 12/08/2005. They have over 1 offices throughout the country.

KWK MANAGEMENT LLC is a Houston, Texas based Financial Planning firm with nearly $226,208,024 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131097
SEC#801-64987
Assets Managed by Firm$226,208,024
No. of Clients2
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$226,208,024

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