Overview
Assets Under Management: $150 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 312401
Last Filing Date: 2024-12-19 00:00:00
Website: https://kirkcapitaladvisors.com