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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2004
- Office Locations
- 1
Office Locations
About Morgan Kenwood Advisors, LLC
Morgan Kenwood Advisors, LLC is an independent, fee-based RIA serving individuals, families, and small business owners with holistic financial planning and ongoing investment advice, with an emphasis on retirement planning, wealth building, and asset preservation. Portfolios commonly use ETFs and mutual funds. The firm traces its roots to Morgan Kenwood, Ltd. (founded 1985) and is based in Greendale, WI.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LEE ROY BARCZAK
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1032134
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PHILLIP RICHARD SPARKS
Financial Advisor
- CRD
- #4135642
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,391,043 | -- |
| Non-Discretionary | $5,309,912 | -- |
| Total | $96,700,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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