Overview
Assets Under Management: $310 million
Headquarters: BRATENAHL, OH
High-Net-Worth Clients: 295
Average Client Assets: $974,084
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.62
Average High-Net-Worth Client Assets: $974,084
Total Client Accounts: 363
Discretionary Accounts: 363
Regulatory Filings
CRD Number: 174335
Last Filing Date: 2025-02-17 00:00:00
Website: https://www.kirtlandhillscapital.com