|
⚲
|
| Keyboard |
| Kirkwood Financial Services LLC
✚
|
|
|---|---|
| CRD # | 169278 |
| SEC # | 801-120719 |
| CIK # | |
| AUM | 399.8 M (2026-05-05) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-428-6250 |
| Address | 4630 de Zavala Rd San Antonio, TX 78249 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 196.5 |
| (b) Individuals (high net worth individuals) | 116 | 203.3 |
| (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 | 928 | 399.8 |
| By Discretionary | ||
| Discretionary | 928 | 399.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 928 | 399.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.8 | |
| Total | 928 | 399.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 584 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Borer Denton & Associates Inc
✚
|
PA | 403.0 M |
|
Rational Investment Management LLC
✚
|
402.6 M | |
|
Leeward Financial Partners LLC
✚
|
401.5 M | |
|
Threadgill Financial LLC
✚
|
TX | 399.4 M |
|
Midwest Heritage Bank FSB
✚
|
IA | 398.7 M |
|
Lester Financial Group LLC
✚
|
IL | 398.6 M |
|
Luminvest Wealth Management LLC
✚
|
AZ | 398.0 M |
|
Red Wave Investments LLC
✚
|
PA | 397.7 M |
|
FC Advisory LLC
✚
|
PA | 397.3 M |
|
Sara-Bay Financial Corp
✚
|
FL | 396.8 M |