Overview
Assets Under Management: $296 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 139521
Last Filing Date: 2025-02-19 00:00:00
Website: https://kilnercapital.com