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| Kirkwood Financial Services LLC
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|
|---|---|
| CRD # | 169278 |
| SEC # | 801-120719 |
| CIK # | |
| AUM | $399.8 M (2026-05-05) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 210-428-6250 |
| Address | 4630 de Zavala Rd San Antonio, TX 78249 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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 |
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|---|---|---|
|
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✚
|
PA | 0.4 |
|
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|
0.4 | |
|
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|
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|
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Red Wave Investments LLC
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|
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|
Sara-Bay Financial Corp
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