Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > KWK MANAGEMENT LLC
KWK MANAGEMENT LLC
3033 W Alabama St
Suite 150
Houston, Texas 77098
Tel: 346-396-0300
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 Status | Approved |
|---|---|
| Firm CRD# | 131097 |
| SEC# | 801-64987 |
| Assets Managed by Firm | $226,208,024 |
| No. of Clients | 2 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $226,208,024 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas