Kwm Financial LLC
Kwm Financial LLC (CRD# 288528) is a financial advisory firm headquartered in Porstmouth, NH. They manage $1,167,119 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$129,680
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH
Financial Advisors at Kwm Financial LLC
1
Justin Moyer (CRD# 6799201) is an Investment Advisor Representative working at Kwm Financial LLC in Porstmouth, NH and has over 7 years of experience in the finance industry.
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