Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > lufkin > KOVAR WEALTH MANAGEMENT
KOVAR WEALTH MANAGEMENT
200 Christie St.
Lufkin, Texas 75904
Tel: (936) 899-5629
About KOVAR WEALTH MANAGEMENT
KOVAR WEALTH MANAGEMENT, formally registered with the SEC as KOVAR WEALTH MANAGEMENT. The firm was established in 11/30/2023. They have over 17 offices throughout the country.
KOVAR WEALTH MANAGEMENT is a Lufkin, Texas based Financial Planning firm with nearly $11,497,490 assets under management, offering retirement planning & investment advisory services to 138 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 174569 |
| SEC# | 801-129130 |
| Assets Managed by Firm | $11,497,490 |
| No. of Clients | 138 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 138 | $11,497,490 |
| Individuals (other than high net worth individuals) | 77 | $8,473,429 |
| High net worth individuals | 0 | $1,468,308 |
| Corporations or other businesses | 1 | $1,555,753 |
More Retirement Planning firms in Lufkin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $652,741,971,627 | 818 | 1096 | |
| $192,398,103,714 | 269289 | 3349 | |
| $140,836,403,633 | 3419 | 510 | |
| $134,002,200,000 | 147 | 906 | |
| $104,977,500,000 | 95 | 353 |
Explore More Retirement Advisors in Lufkin, Texas