KOWAL INVESTMENT GROUP, LLC
CRD #113169 SEC #801-119756 BROOKFIELD, WI (262) 522-4040
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
4,527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Aug 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Jul 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Apr 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Dec 2023 | $934.8M | $934.8M | $0 | 26 | 0 |
| Sep 2023 | $934.8M | $934.8M | $0 | 26 | 0 |
| Mar 2023 | $934.8M | $934.8M | $0 | 26 | 0 |
| Nov 2022 | $961M | $961M | $0 | 26 | 0 |
| Sep 2022 | $961M | $961M | $0 | 26 | 0 |
| Jul 2022 | $961M | $961M | $0 | 26 | 0 |
| May 2022 | $961M | $961M | $0 | 26 | 0 |
| Mar 2022 | $961M | $961M | $0 | 26 | 0 |
| Mar 2022 | $961M | $961M | $0 | 26 | 0 |
| Sep 2021 | $929.4M | $913.8M | $15.6M | 26 | 0 |
| Sep 2021 | $929.4M | $913.8M | $15.6M | 26 | 0 |
| May 2021 | $929.4M | $913.8M | $15.6M | 26 | 0 |
| Apr 2021 | $929.4M | $913.8M | $15.6M | 23 | 0 |
| Mar 2021 | $929.4M | $913.8M | $15.6M | 23 | 0 |
| Dec 2020 | $207M | $207M | $0 | 19 | 0 |
| Nov 2020 | $207M | $207M | $0 | 19 | 0 |
| Nov 2020 | $207M | $207M | $0 | 19 | 0 |
| Oct 2020 | $207M | $207M | $0 | 19 | 0 |
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateDec 2023
Total AUM$934.8M
Discretionary$934.8M
Non-Disc.$0
Employees26
Clients0
DateSep 2023
Total AUM$934.8M
Discretionary$934.8M
Non-Disc.$0
Employees26
Clients0
DateMar 2023
Total AUM$934.8M
Discretionary$934.8M
Non-Disc.$0
Employees26
Clients0
DateNov 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateSep 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateJul 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateMay 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$961M
Discretionary$961M
Non-Disc.$0
Employees26
Clients0
DateSep 2021
Total AUM$929.4M
Discretionary$913.8M
Non-Disc.$15.6M
Employees26
Clients0
DateSep 2021
Total AUM$929.4M
Discretionary$913.8M
Non-Disc.$15.6M
Employees26
Clients0
DateMay 2021
Total AUM$929.4M
Discretionary$913.8M
Non-Disc.$15.6M
Employees26
Clients0
DateApr 2021
Total AUM$929.4M
Discretionary$913.8M
Non-Disc.$15.6M
Employees23
Clients0
DateMar 2021
Total AUM$929.4M
Discretionary$913.8M
Non-Disc.$15.6M
Employees23
Clients0
DateDec 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees19
Clients0
DateNov 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees19
Clients0
DateNov 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees19
Clients0
DateOct 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees19
Clients0