Overview
Assets Under Management: $231 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 133
Average Client Assets: $1.7 million
Frequently Asked Questions
KYLE FINANCIAL SERVICES 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 #118573), KYLE FINANCIAL SERVICES is subject to fiduciary duty under federal law.
KYLE FINANCIAL SERVICES is headquartered in MILWAUKEE, WI.
KYLE FINANCIAL SERVICES serves 133 high-net-worth clients according to their SEC filing dated February 06, 2018. View client details ↓
According to their SEC Form ADV, KYLE FINANCIAL SERVICES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KYLE FINANCIAL SERVICES manages $231 million in client assets according to their SEC filing dated February 06, 2018.
According to their SEC Form ADV, KYLE FINANCIAL SERVICES 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: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.97%
Average Client Assets: $1.7 million
Total Client Accounts: 134
Discretionary Accounts: 134
Regulatory Filings
CRD Number: 118573
Filing ID: 1169859
Last Filing Date: 2018-02-06 11:09:00