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 $251,130,325 assets under management, offering retirement planning & investment advisory services to 685 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 139521 |
SEC# | 801-69347 |
Assets Managed by Firm | $251,130,325 |
No. of Clients | 685 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 685 | $251,130,325 |
Individuals (other than high net worth individuals) | 148 | $53,661,602 |
High net worth individuals | 69 | $174,243,028 |
Pension and profit sharing plans | 1 | $1,991,205 |
Charitable organizations | 2 | $21,234,490 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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