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Home > Retirement Planners > virginia > vienna > KIRK CAPITAL ADVISORS LLC
KIRK CAPITAL ADVISORS LLC
8229 Boone Blvd
Suite 300
Vienna, Virginia 22182
Tel: 888.340.5475
About KIRK CAPITAL ADVISORS LLC
KIRK CAPITAL ADVISORS LLC, formally registered with the SEC as KIRK CAPITAL ADVISORS LLC. The firm was established in 06/16/2023. They have over 1 offices throughout the country.
KIRK CAPITAL ADVISORS LLC is a Vienna, Virginia based Financial Planning firm with nearly $149,744,000 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312401 |
| SEC# | 801-128175 |
| Assets Managed by Firm | $149,744,000 |
| No. of Clients | 255 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 255 | $149,744,000 |
| Individuals (other than high net worth individuals) | 10 | $441,000 |
| High net worth individuals | 76 | $149,000,000 |
| Charitable organizations | 1 | $303,000 |
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