Overview
Assets Under Management: $297 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 90
Average Client Assets: $3 million
Frequently Asked Questions
KIRTLAND FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131138), KIRTLAND FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KIRTLAND FINANCIAL MANAGEMENT, INC. is headquartered in CORAL GABLES, FL.
KIRTLAND FINANCIAL MANAGEMENT, INC. serves 90 high-net-worth clients according to their SEC filing dated October 24, 2024. View client details ↓
According to their SEC Form ADV, KIRTLAND FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KIRTLAND FINANCIAL MANAGEMENT, INC. manages $297 million in client assets according to their SEC filing dated October 24, 2024.
According to their SEC Form ADV, KIRTLAND FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 454
Discretionary Accounts: 424
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 131138
Last Filing Date: 2024-10-24 00:00:00
Website: https://raymondjames.com