Kirtland Financial Management, Inc.
Kirtland Financial Management, Inc. is an SEC-registered wealth manager in Coral Gables, FL with $396.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Kirtland Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131138, SEC 801-63403, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $396.1M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 3
- Clients
- 201
- CRD
- 131138
- Ownership
- HIXON, BRETT, CHARLES; KIRTLAND, MARY, DUNCAN
How much AUM does Kirtland Financial Management, Inc. have?
Kirtland Financial Management, Inc. reported $396.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Kirtland Financial Management, Inc.?
Disclosed owners and executives of Kirtland Financial Management, Inc. include HIXON, BRETT, CHARLES, KIRTLAND, MARY, DUNCAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.