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Building 2KIRTLAND FINANCIAL MANAGEMENT, INC.

Map pinCORAL GABLES, FL
Phone(305) 648-0006
NotebookSEC #801-63403
Total AUM
$396.1M
Employees
3
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 ALMERIA AVE
SUITE 302
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(305) 648-0006

ReceiptFinancials

Total AUM
$396.1M
Accounts
620
Discretionary
$339.5M
Accounts
408
Non-Discretionary
$56.6M
Accounts
212

ContactClients

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Individual Clients
109
AUM
$23.7M
HNW Individual Clients
92
AUM
$356.3M
Charitable Organization Clients
1
AUM
$16.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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