Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP (CRD# 159811) is a financial advisory firm headquartered in Upper Arlington, OH. They manage $237,139,194 in 663 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Kovalcik & Geraghty Wealth Partners LLP
By the Numbers
-
Total Assets Under Management237MILLION
-
Total Number of Accounts663ACCOUNTS
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Average Account Value$357,676
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, PA, SC, TX
Financial Advisors at Kovalcik & Geraghty Wealth Partners LLP
No Advisor Found.
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