KAWG&F FINANCIAL PLANNING GROUP LLC
Firm details
- Headquarters
- TIMONIUM, Maryland
- CRD number
- 131318
- Website
- www.katzabosch.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Kawg&F Financial Planning Group LLC is organized as a limited liability company that provides financial planning services. Public records classify the firm as unclassified and list its owner type as a domestic entity/individual. The firm's fee model is recorded as "other," and the dataset does not indicate a registration year with the SEC. The firm is not flagged as an active ESG investor, is not listed as a multi-state adviser in the dataset, and does not identify as a pension consultant or related adviser. An industry affiliation with accounting professionals is recorded, suggesting a relationship or network connection with accountants.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Amy Heim
Principal And Chief Compliance OfficerCRD 8186223
Contacts
1 of 1MARK KELLY
DirectorCRD 4921617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TIMONIUM, MD
BALTIMORE
Location
TIMONIUM, MD
Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- Deereco Rd
- Time zone
- ET (UTC-5)
- Office locations
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