Overview
Assets Under Management: $165 million
Headquarters: NEW CASTLE, PA
High-Net-Worth Clients: 69
Average Client Assets: $1.0 million
Frequently Asked Questions
KISSLING FINANCIAL SERVICES, LLC 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 #299531), KISSLING FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
KISSLING FINANCIAL SERVICES, LLC is headquartered in NEW CASTLE, PA.
KISSLING FINANCIAL SERVICES, LLC serves 69 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, KISSLING FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KISSLING FINANCIAL SERVICES, LLC manages $165 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, KISSLING FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.30%
Average Client Assets: $1.0 million
Total Client Accounts: 1,119
Discretionary Accounts: 1,072
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 299531
Filing ID: 2053631
Last Filing Date: 2026-03-27 11:20:20