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Home > Retirement Planners > florida > coral gables > KIRTLAND FINANCIAL MANAGEMENT, INC.
KIRTLAND FINANCIAL MANAGEMENT, INC.
100 Almeria Ave
Suite 302
Coral Gables, Florida 33134
Tel: (305) 648-0006
About KIRTLAND FINANCIAL MANAGEMENT, INC.
KIRTLAND FINANCIAL MANAGEMENT, INC, formally registered with the SEC as KIRTLAND FINANCIAL MANAGEMENT, INC. The firm was established in 07/30/2004. They have over 1 offices throughout the country.
KIRTLAND FINANCIAL MANAGEMENT, INC. is a Coral Gables, Florida based Financial Planning firm with nearly $296,660,095 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131138 |
| SEC# | 801-63403 |
| Assets Managed by Firm | $296,660,095 |
| No. of Clients | 454 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 454 | $296,660,095 |
| Individuals (other than high net worth individuals) | 101 | $35,586,641 |
| High net worth individuals | 67 | $248,240,762 |
| Charitable organizations | Fewer than 5 clients | $12,832,692 |
More Retirement Planning firms in Coral Gables, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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