KWS Advisory Group

KWS Advisory Group, LLC is an SEC-registered investment adviser in Edinburg, TX. The firm manages approximately $9 million in regulatory assets.

KWS Advisory Group

KWS Advisory Group, LLC is an SEC-registered investment adviser in Edinburg, TX. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

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.

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