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Kirtland Financial Management, Inc.

● SEC registered since 2004CRD 131138SEC# 801-63403Coral Gables, FL
Export (members)
Reg. AUM
$327.6M
Employees
4
Accounts
460
Location
Coral Gables, FL

Kirtland Financial Management, Inc. assets under management

Kirtland Financial Management, Inc. operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2004. It reports $327.6 million in regulatory assets under management and employs 4 people.
www.kirtlandfinancial.comView on SEC.gov ↗

Kirtland Financial Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brett Charles Hixon ControlPresident And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Kirtland Financial Management, Inc. manage?

Kirtland Financial Management, Inc. reports $327.6 million in regulatory assets under management on its Form ADV.

How many employees does Kirtland Financial Management, Inc. have?

Kirtland Financial Management, Inc. reports 4 employees.

Where is Kirtland Financial Management, Inc. located?

Kirtland Financial Management, Inc. is based in Coral Gables, FL and has been SEC-registered since 2004.

Does Kirtland Financial Management, Inc. disclose fund performance?

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

Contact & registration

Address100 Almeria Ave, Suite 302, Coral Gables, FL 33134
Phone(305) 648-0006
Fax(305) 648-1800
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$305.5M
Non-discretionary$22.1M
Total (RAUM)$327.6M