Falists
← Back to search

KML FINANCIAL SERVICES GROUP, L.L.C.

CRD 129105

2517 HIGHWAY 35, BUILDING I, SUITE 103, MANASQUAN, NJ, 08736, United States

Phone

732-722-7912

Fax

Registration

— (—)

Source

State registered

Total AUM

$23.2M

Discretionary AUM

$23.2M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals21$5.0M
High net worth individuals8$18.2M

Official SEC filing: View on IAPD