Kissling Financial Services LLC

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Assets, Funds, Holdings

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Kissling Financial Services LLC
CRD #299531
SEC #801-131147
CIK #
AUM $112.8 M (2025-07-30)
Employees 1 (100% Investors, 0% Brokers)
Phone724-667-1617
Address5117 Erie Street
New Castle, PA 16102
Source [IAPD] [Website]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 689 49.3
(b) Individuals (high net worth individuals) 84 55.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 3.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 5.3
(n) Other 0 0.0
Total 1,109 112.8
By Discretionary
Discretionary 1,067 110.9
Non-Discretionary 42 2.0
Total 1,109 112.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 112.8
Total 1,109 112.8
Comparable Firms State AUM ($B)
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OH 0.1
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Prosper Private Wealth LLC
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A J Feldman Financial LLC
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Montchanin Asset Management LLC
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Fortis Private Wealth Advisors LLC
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