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Building 2KISSLING FINANCIAL SERVICES, LLC

Map pinNEW CASTLE, PA
Phone724-667-1617
NotebookSEC #801-131147
Total AUM
$165.5M
Employees
2
Clients
704

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5117 ERIE STREET
NEW CASTLE
PA 16102
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
724-667-1617
Other Offices
1

ReceiptFinancials

Total AUM
$165.5M
Accounts
1,119
Discretionary
$164M
Accounts
1,072
Non-Discretionary
$1.4M
Accounts
47

ContactClients

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Individual Clients
620
AUM
$78.6M
HNW Individual Clients
69
AUM
$70M
Charitable Organization Clients
2
AUM
$2.8M
Corporation or Business Clients
13
AUM
$14.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLINMINJOHPATXWA

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

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