MORGAN KENWOOD ADVISORS, LLC
CRD #128322 SEC #801-66997 GREENDALE, WI 414-423-4020
SEC Registered
Total AUM
$47.2M
Discretionary
$0
Employees
5
Clients
10
Accounts
613
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARCZAK, LEE, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARCZAK, LEE, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARCZAK, LEE, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 14, 2007 REGISTERED
Notice Filings (2)
TX WI
Address
5130 WEST LOOMIS ROADGREENDALE, WI 53129-1424
USA
Phone: 414-423-4020