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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Kenji Kowalski

Mass AffluentAge 60-69Phoenix, AZModerate riskWorks at AccentureAdvisor Marcus Oyelaran

Net worth

$690.6K

assets minus liabilities

Assets

$929.2K

6 accounts

Liabilities

$238.5K

2 accounts

Take-home pay

$127.6K

last 12 months

Held with your firm 41%Held away 59%

$377,685$551,495

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$929,179

Your Firm Brokerage••9282
Linked Feb 21, 2023
Held$377,685
Voya 401(k)••6057
Linked Feb 13, 2024
Away$205,219
E*TRADE Brokerage••4316
Linked Oct 2, 2024
Away$176,656
U.S. Bank Savings••7891
Linked Oct 21, 2023
Away$94,834
Coinbase Crypto••1187
Linked Oct 14, 2023
Away$58,323
U.S. Bank Checking••2094
Linked Aug 7, 2023
Away$16,462

Liabilities (2)

$238,545

U.S. Bank Mortgage••3351
Linked Aug 4, 2023
$234,209
U.S. Bank Credit card••7709
Linked Aug 13, 2022
$4,336

Signal timeline (2)

Income ChangeNov 14New
Kenji Kowalski's Accenture pay is up 15%
Income ChangeNov 2New
Kenji Kowalski has a new recurring deposit of $3,650 from Kowalski Consulting LLC