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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kirkwood Financial Services
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| CRD # | 169278 |
| SEC # | 801-120719 |
| CIK # | |
| AUM | $313.7 M (2025-03-03) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 210-428-6250 |
| Address | 4630 de Zavala Rd San Antonio, TX 78249 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 415 | 181.6 |
| (b) Individuals (high net worth individuals) | 88 | 132.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 313.7 |
| By Discretionary | ||
| Discretionary | 621 | 313.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 621 | 313.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.7 | |
| Total | 621 | 313.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brooks Moore & Associates Inc
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|
TN | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.3 |
|
Genesis Private Wealth LLC
✚
|
VA | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Family Wealth Planning Partners LLC
✚
|
KY | 0.3 |
|
Rede Wealth LLC
✚
|
VA | 0.3 |
|
Archway Wealth Management LLC
✚
|
MO | 0.3 |
|
Sawyer & Co Inc
✚
|
MA | 0.3 |
|
Guardian Investment Management LLC
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|
CA | 0.3 |