KOWALSKI FINANCIAL INC.
CRD #300424 SEC #801-119629 MINNEAPOLIS, MN 952-297-8589
SEC Registered
Total AUM
$175.8M
Discretionary
$175.8M
Employees
7
Clients
0
Accounts
676
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $175.8M | $175.8M | $0 | 7 | 0 |
| Jan 2024 | $153.6M | $153.6M | $0 | 6 | 0 |
| Feb 2023 | $139.6M | $139.6M | $0 | 6 | 0 |
| Feb 2022 | $150M | $150M | $0 | 6 | 10 |
| Mar 2021 | $113.8M | $113.8M | $0 | 6 | 0 |
| Sep 2020 | $103.7M | $103.7M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients10
DateMar 2021
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees5
Clients0