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KWS Advisory Group
KWS Advisory Group LLC is a registered investment advisor and multi-family office. Learn about its fiduciary management for high-net-worth families.
KWS Advisory Group
KWS Advisory Group LLC is a limited liability company registered as an investment advisor with the SEC. Based on public filings, the firm provides investment management and wealth advisory services to individuals, families, and institutional clients. The firm's founding date, leadership team, and exact ownership structure are not disclosed in publicly available records. The firm's investment approach is not publicly detailed, but as a multi-family office it likely engages in asset allocation, manager selection, and direct investments. No specific portfolio companies, sector preferences, or geographic footprint have been identified in public records. The firm operates as a fiduciary under the Investment Advisers Act of 1940. KWS Advisory Group's team size and office locations are not publicly confirmed. There are no known recent operational events or filings that provide additional insight into the firm's current posture. The firm does not appear to maintain a public website or LinkedIn presence. A structural differentiator is the firm's opacity: unlike many family offices that publish some details about their strategy or leadership, KWS Advisory Group provides no publicly accessible information beyond its SEC registration. This makes it distinct among registered investment advisors.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does KWS Advisory Group provide?
KWS Advisory Group LLC is a registered investment advisor offering investment management and wealth advisory services to individuals, families, and institutional clients. As a multi-family office, it likely provides comprehensive financial planning, asset allocation, and manager selection.
Is KWS Advisory Group registered as an investment advisor?
Yes, KWS Advisory Group LLC is registered with the U.S. Securities and Exchange Commission as an investment advisor. The firm operates as a fiduciary under the Investment Advisers Act of 1940.
What is the ownership structure of KWS Advisory Group?
KWS Advisory Group LLC is structured as a limited liability company. The specific ownership details, including whether it is owned by a single family or multiple partners, are not publicly disclosed.
Does KWS Advisory Group disclose its AUM?
No, KWS Advisory Group does not publicly disclose its assets under management. The firm's AUM is not reported in any accessible public filings or marketing materials.
Who are the key principals at KWS Advisory Group?
The names and roles of principals or investment professionals at KWS Advisory Group are not publicly available. The firm does not list its leadership on any known public website or SEC filing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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