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Kowalski Financial Inc.

● SEC registered since 2020CRD 300424SEC# 801-119629Minneapolis, MN
Export (members)
Reg. AUM
$175.8M
Employees
7
Accounts
676
Location
Minneapolis, MN

Kowalski Financial Inc. assets under management

Kowalski Financial Inc. is an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2020. It reports $175.8 million in regulatory assets under management and employs 7 people.
www.facebook.com/kowalskifinancial.comView on SEC.gov ↗

Kowalski Financial Inc. owners & executives

2 reported
NameTitleOwnershipSince
Marc Richard Kowalski ControlPresidentOver 75%2018
Michelle Lee ElliottCcoUnder 5%2019

Frequently asked questions

How much does Kowalski Financial Inc. manage?

Kowalski Financial Inc. reports $175.8 million in regulatory assets under management on its Form ADV.

How many employees does Kowalski Financial Inc. have?

Kowalski Financial Inc. reports 7 employees.

Where is Kowalski Financial Inc. located?

Kowalski Financial Inc. is based in Minneapolis, MN and has been SEC-registered since 2020.

Does Kowalski Financial Inc. disclose fund performance?

Kowalski Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Highway 169 South, Suite 655, Minneapolis, MN 55426
Phone952-297-8589
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.8M
Non-discretionary$0
Total (RAUM)$175.8M