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W Kevin Moentmann

Grant Thornton Financial Advisors LLC

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About W Kevin Moentmann

W Kevin Moentmann is a Registered Representative associated with Grant Thornton Financial Advisors LLC. W Kevin Moentmann is also associated with Grant Thornton LLP, an audit, tax, and advisory services firm. W Kevin Moentmann has been in the industry since July 2013. W Kevin Moentmann holds the Chartered Financial Analyst designation. W Kevin Moentmann provides financial advisory services and fairness opinions.

Firm Information

W Moentmann is currently registered with Grant Thornton Financial Advisors LLC. Grant Thornton Financial Advisors LLC is an investment advisor with 12 investment advisor representatives. The firm provides fairness opinions and solicitation services for a range of clients, including other investment advisors, corporations, and institutions.

Not reported

Assets Under Management

Not reported

Total Clients

11

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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fairness opinions and solicitation services

Fairness opinions and solicitation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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W Moentmann’s Registration & Firm History

TX

11/14/2023 - Present

Grant Thornton Financial Advisors LLC (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for W Kevin Moentmann.
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