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Kirkwood Financial Services

● SEC registered since 2021CRD 169278SEC# 801-120719San Antonio, TX
Export (members)
Reg. AUM
$313.7M
Employees
9
Accounts
621
Location
San Antonio, TX

Kirkwood Financial Services assets under management

Kirkwood Financial Services operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2021. It reports $313.7 million in regulatory assets under management and employs 9 people.
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Kirkwood Financial Services owners & executives

1 reported
NameTitleOwnershipSince
Jamin Colin Kirkwood ControlPresident/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Kirkwood Financial Services manage?

Kirkwood Financial Services reports $313.7 million in regulatory assets under management on its Form ADV.

How many employees does Kirkwood Financial Services have?

Kirkwood Financial Services reports 9 employees.

Where is Kirkwood Financial Services located?

Kirkwood Financial Services is based in San Antonio, TX and has been SEC-registered since 2021.

Does Kirkwood Financial Services disclose fund performance?

Kirkwood Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4630 de Zavala Rd, San Antonio, TX 78249
Phone210-428-6250
Fax210-428-6251
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$313.7M
Non-discretionary$0
Total (RAUM)$313.7M