KILTERHOWLING LLC

2101 Pearl Street
Boulder, Colorado 80302
Tel: 720-443-2076

About KILTERHOWLING LLC

KILTERHOWLING LLC, formally registered with the SEC as KILTERHOWLING LLC. The firm was established in 04/29/2020. They have over 2 offices throughout the country.

KILTERHOWLING LLC is a Boulder, Colorado based Financial Planning firm with nearly $218,521,319 assets under management, offering retirement planning & investment advisory services to 553 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169684
SEC#	801-118595
Assets Managed by Firm	$218,521,319
No. of Clients	553
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	553	$218,521,319
Individuals (other than high net worth individuals)	135	$63,552,578
High net worth individuals	60	$150,732,527
Charitable organizations	2	$4,236,214

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