CRD: 297274
KGL Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberMomentum bridge +more
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About KGL Financial Advisors, LLC
KG Capital Management is an Illinois-based registered investment adviser providing investment management and strategic wealth planning for individuals and families, including business owners, entrepreneurs, and retirees. The firm focuses on unbiased, long-term results using actively managed asset-allocation portfolios with a heavy ETF orientation, supported by risk management and planning around retirement and charitable goals. Client assets are commonly custodied at Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
EDWARD GERARD LESZYNSKI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4301260
- Ownership
- 50% but less than 75%
Koza Edward Robert
PRINCIPAL
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,440,361,194 | 70.2% |
| Cash | $1,460,438,227 | 29.8% |
| Total | $4,900,799,421 | 100.0% |