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Home > Retirement Planners > pennsylvania > conshohocken > KITCHING PARTNERS, LLC
KITCHING PARTNERS, LLC
555 E North Lane
Suite 5045
Conshohocken, Pennsylvania 19428
Tel: 267-209-0830
About KITCHING PARTNERS, LLC
KITCHING PARTNERS, LLC, formally registered with the SEC as KITCHING PARTNERS, LLC. The firm was established in 07/07/2023. They have over 1 offices throughout the country.
KITCHING PARTNERS, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $415,752,483 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 325042 |
| SEC# | 801-127433 |
| Assets Managed by Firm | $415,752,483 |
| No. of Clients | 155 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 155 | $415,752,483 |
| Individuals (other than high net worth individuals) | 6 | $1,888,337 |
| High net worth individuals | 15 | $413,864,146 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
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| $299,191,714,649 | 634470 | 2124 |
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