Kowalski Financial Inc.

EST. AUM
$202,040,000

CONTACTS

CLIENT ACCOUNTS
733

Firm Details

Metro area Minneapolis
CRD Number 300424
Website kowalskifinancial.com
Client types

Overview

Kowalski Financial Inc. is a Minneapolis-based registered investment adviser delivering comprehensive wealth management, financial planning, estate planning, and tax services. Founded in 2018 by Marc Kowalski, the firm manages client assets on a discretionary basis through personalized model portfolios, mutual funds, ETFs, and independent money managers. NorthRock Partners added Minneapolis-based RIA Kowalski Financial, bringing more than $200M in AUM and five team members. The Kowalski team, led by CEO Marc Kowalski, will relocate to NorthRock's downtown Minneapolis offices.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kowalski Financial Inc.

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