Overview
Assets Under Management: $219 million
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 552
Discretionary Accounts: 552
Regulatory Filings
CRD Number: 300735
Last Filing Date: 2024-03-29 00:00:00
Website: https://kinlochcapital.com