Kevin
Koykar
Gradient Advisors, LLC
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About this Advisor
Kevin Koykar is a financial advisor based in Palatine, Illinois, working with Gradient Advisors, LLC. Kevin has previously held positions at Draper And Kramer Mortgage Corp, Country Financial/Country Capital Management, Edward Jones, Gradient Advisors, LLC, and New American Funding. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Kevin is part of Gradient Advisors, LLC, which operates out of Palatine, Illinois. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kevin Koykar Work History
New American Funding
Gradient Advisors, LLC
Draper And Kramer Mortgage Corp
Edward Jones
Country Financial/Country Capital Management
Disclosures
Please visit the SEC profile of Kevin Koykar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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