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Kenneth George Trimbath

McDowell Associates Investments, LP

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About Kenneth George Trimbath

Kenneth George Trimbath is an investment advisor representative who is registered with McDowell Associates Investments, LP in Greensburg, PA. Kenneth George Trimbath is registered with the state of Pennsylvania and has been in the industry since February 2014. Kenneth George Trimbath has passed the Series 65 exam.

Firm Information

Kenneth Trimbath is currently registered with McDowell Associates Investments, LP. McDowell Associates Investments, LP is an investment advisor registered with the SEC. They manage approximately $24 million in assets, primarily for individuals and pension and profit-sharing plans. Their services include financial planning and portfolio management. They also offer portfolio management services for pooled investment vehicles. The firm has 1 licensed agent and 3 investment advisor representatives. They are headquartered in [main office location is missing from the provided data]. You can learn more about them at their website: https://www.mcdowellinsurance.com.

$24.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Trimbath’s Registration & Firm History

PA

02/18/2016 - Present

McDowell Associates Investments, LP (GREENSBURG PA)

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Licenses & Designations

IA

Issued 02/18/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth George Trimbath.
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