Kilterhowling LLC, based out of Boulder, CO, is a small investment advisory firm catering to high net worth individuals. With over 150 individual clients and $196,337,000 in assets under management, the company has established itself as a trusted partner in wealth management. Kilterhowling's two offices are staffed by a team of four dedicated professionals, all of whom provide expert investment advisory services.
While 401K and individual accounts make up less than 30% of their assets under management, Kilterhowling has the capability to manage employer funds as well. Notably, 88% of the assets they oversee are discretionary, giv...
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Assets Under Mgmt
$196.34M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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