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Kowal Investment Group, LLC Info

Kowal Investment Group, LLC info

Kowal Investment Group, LLC (SEC CIK 1846786) first filed with the SEC on 2021-02-19 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at 177775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045.

  • Name: Value Kowal Investment Group, LLC.
  • SEC CIK: Value 1846786.
  • State of organization: Value WI.
  • Business address: Value 177775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameKowal Investment Group, LLC
SEC CIK1846786
State of organizationWI
Business address177775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045
Mailing address177775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045
Phone262-522-4040
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-19 (Form 13F-HR)
Latest SEC filing2024-10-16 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2021-02-19 (quarter ended 2020-12-31)
Latest Form 13F-HR2024-10-16 (quarter ended 2024-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162024-10-16
N-PX12024-08-19

Filings by Year

YearFilingsForm 13F-HR
202454
202344
202244
202144

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