438 N. Frederick Avenue
Suite 465
Gaithersburg, Maryland 20877
Tel: 301.840.0501
KILNER CAPITAL ADVISORS, LLC, formally registered with the SEC as KILNER CAPITAL ADVISORS, LLC. The firm was established in 07/03/2008. They have over 2 offices throughout the country.
KILNER CAPITAL ADVISORS, LLC is a Gaithersburg, Maryland based Financial Planning firm with nearly $295,715,661 assets under management, offering retirement planning & investment advisory services to 656 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 139521 |
SEC# | 801-69347 |
Assets Managed by Firm | $295,715,661 |
No. of Clients | 656 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 656 | $295,715,661 |
Individuals (other than high net worth individuals) | 141 | $53,633,823 |
High net worth individuals | 83 | $217,573,193 |
Pension and profit sharing plans | 1 | $2,126,514 |
Charitable organizations | 2 | $22,382,131 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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