1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KISSINGER FINANCIAL SERVICES, LLC

Map pinHUNT VALLEY, MD
Phone410-252-3400
NotebookSEC #801-108268
Total AUM
$261.7M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10155 YORK ROAD
SUITE 105
HUNT VALLEY
MD 21030
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
410-252-3400

ReceiptFinancials

Total AUM
$261.7M
Accounts
2,150
Discretionary
$212.9M
Accounts
1,980
Non-Discretionary
$48.8M
Accounts
170

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTDCDEFLGAIAIDINKYLAMAMDMEMIMNMOMSNCNJNMNVOKORPARISCTNTXVAVTWAWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account