Kenneth
Botwinick
Signature Wealth Management Partners, LLC
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About this Advisor
Kenneth Botwinick is a financial advisor based out of Rochelle Park, New Jersey with a total of 5 years of relevant experience. Botwinick is currently employed by Signature Wealth Management Partners, LLC. Over the course of their career, they have held roles at Signature Wealth Management Partners, LLC, Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp and Botwinick & Company, LLC. Botwinick has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Signature Wealth Management Partners, LLC is a business operating out of Montvale, NJ. It has a total of seven employees. It has $307 million in assets between its 940 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 940 client accounts, 20% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on which service is offered. Fee types billed by Signature Wealth Management Partners, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Wealth Management Partners, LLC Brokerage Details
$307,153,976
7
940
$326,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kenneth Botwinick Work History
Kenneth has been registered as a financial advisor for 5 years.*
Signature Wealth Management Partners, LLC
Purshe Kaplan Sterling Investments
Botwinick & Company, LLC
Linsco/Private Ledger Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Botwinick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Signature Wealth Management Partners, LLC
Rochelle Park, NJ
Montvale, NJ
Montvale, NJ
Rochelle Park, NJ
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