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

Building 2KILTER GROUP

Map pin
Phone646-438-6557
NotebookSEC #801-129927
Total AUM
$277.4M
Employees
13
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM- 5:30 PM
Monday - Friday
Phone
646-438-6557
Other Offices
6

ReceiptFinancials

Total AUM
$277.4M
Accounts
1,085
Discretionary
$272.8M
Accounts
1,049
Non-Discretionary
$4.6M
Accounts
36

ContactClients

View more in analytics →

Individual Clients
294
AUM
$97.7M
HNW Individual Clients
119
AUM
$179.6M
Charitable Organization Clients
1
AUM
$68.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILKSLAMAMDNHNJNYOHPATXVAVTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account