KWMG LLC Overview
Kwmg Llc is an investment advisor that manages 169 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 417MM in positions, representing 246% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 417MM in positions, representing 246% of the manager's regulatory AUM.
KWMG LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KWMG LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 6.68% | ETF | 13.32% | 0.03% | 0 | 5% | ||
| IVE | 6.62% | ETF | 10.86% | -0.03% | 0 | 4% | ||
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FEATURED IN
KWMG LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William T. Keen | Managing Member | May-2014 |
| Matthew D. Wilson | Chief Compliance Officer | May-2014 |
KWMG LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KWMG LLC Investment Strategy
Item 8: Client Contact with Portfolio Manager(s)
Our clients may not directly contact their portfolio manager(s) with questions or concerns. All communications must be channeled through our firm.
Form ADV Part 2A, Appendix 1 – Wrap Fee Brochure Page 7 Keen Wealth Advisors
Item 9: Additional Information
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Our clients may not directly contact their portfolio manager(s) with questions or concerns. All communications must be channeled through our firm.
Form ADV Part 2A, Appendix 1 – Wrap Fee Brochure Page 7 Keen Wealth Advisors
Item 9: Additional Information
...
Unlock Full Investment Process Description
KWMG LLC Portfolio Concentration
KWMG LLC Location
6201 COLLEGE BLVD., SUITE 325
OVERLAND PARK, Kansas
UNITED STATES, 66211
OVERLAND PARK, Kansas
UNITED STATES, 66211
KWMG LLC Contact Information
Phone Number: (913) 624-1841
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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