Kirtland Financial Management, Inc.
Coral Gables, Florida
Kirtland Financial Management, Inc. is a small investment advisory firm based out of Coral Gables, FL. With a single office location, the company is dedicated to providing exceptional financial management services to its clients. Led by a team of five dedicated professionals, three of whom specialize in investment advisory services, Kirtland Financial Management, Inc. has established itself as a trusted partner in wealth management. With an average of $92,150,000 in assets under management per investment advisor, Kirtland Financial Management, Inc. maintains a competitive position in the industry. Their compensation structure is ...
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Assets Under Mgmt

$276.45M

Investment Professionals

3

Locations

0

% 401K & Individual

15%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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