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Building 2KIRK CAPITAL ADVISORS LLC

Map pinVIENNA, VA
Phone888.340.5475
NotebookSEC #801-128175
Total AUM
$204.9M
Employees
5
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8229 BOONE BLVD
SUITE 300
VIENNA
VA 22182
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888.340.5475

ReceiptFinancials

Total AUM
$204.9M
Accounts
401
Discretionary
$204.9M
Accounts
401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$22.9M
HNW Individual Clients
78
AUM
$181.7M
Charitable Organization Clients
1
AUM
$326.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMDSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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