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
1 New Hampshire Ave, Suite 125, Porstmouth, NH 03801
http://www.gotokwm.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Kwm Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Justin Moyer, financial advisor Porstmouth NH
Justin D. Moyer
CRD#: 6799201
1 New Hampshire Ave, Suite 125, Porstmouth, NH 03801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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