Morgan Kenwood Advisors, LLC
Morgan Kenwood Advisors, LLC (CRD# 128322) is a financial advisory firm headquartered in Greendale, WI. They manage $89,550,629 in 1,665 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts1,665ACCOUNTS
Average Account Value$53,784
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Phillip Sparks (CRD# 4135642) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 12 years of experience in the finance industry.
Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 35 years of experience in the finance industry.