Kg Advisors, Inc.
Kg Advisors, Inc. (CRD# 109201) is a financial advisory firm headquartered in Austin, TX. They manage $37,457,549 in 160 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts160ACCOUNTS
Average Account Value$234,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Kendrick (CRD# 2359712) is an Investment Advisor Representative working at Kg Advisors, Inc. in Olympia, WA and has over 24 years of experience in the finance industry. Eric Kendrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donna Monda (CRD# 6512199) is an Investment Advisor Representative working at Kg Advisors, Inc. in Olympia, WA and has over 2 years of experience in the finance industry.