Morgan Kenwood Advisors, LLC
Morgan Kenwood Advisors, LLC (CRD# 128322) is a financial advisory firm headquartered in Greendale, WI. They manage $99,518,755 in 1,657 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts1,657ACCOUNTS
Average Account Value$60,060
- 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 13 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 36 years of experience in the finance industry.