KWS ADVISORY GROUP, LLC

Overview

KWS Advisory Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with activity as an insurance broker. Its advisory scope includes selecting third‑party advisers and delivering educational seminars and workshops. The firm operates as a capital allocator and charges clients via a mix of percentage of AUM, hourly fees, fixed fees and other arrangements. KWS does not identify as an active ESG investor and is not characterized as a multi‑state adviser or pension consultant.

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Public Holdings

Investments & Alternatives