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| Happy Holidays!! thanks for using AUM13F!! |
| Kirtland Financial Management Inc
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|---|---|
| CRD # | 131138 |
| SEC # | 801-63403 |
| CIK # | |
| AUM | $327.6 M (2025-03-11) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 305-648-0006 |
| Address | 100 Almeria Ave Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 22.8 |
| (b) Individuals (high net worth individuals) | 90 | 292.1 |
| (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 | 12.8 |
| (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 | 460 | 327.6 |
| By Discretionary | ||
| Discretionary | 433 | 305.5 |
| Non-Discretionary | 27 | 22.1 |
| Total | 460 | 327.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.6 | |
| Total | 460 | 327.6 |
| Limited Partners | 2011 - 2025 |
|---|---|
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