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KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD 131138 · SEC 801-63403
100 ALMERIA AVE, SUITE 302, CORAL GABLES, FL, 33134, United States
Phone
(305) 648-0006
Fax
(305) 648-1800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.1M
Discretionary AUM
$339.5M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $23.7M |
| High net worth individuals | 92 | $356.3M |
States served
GA, LA, NY, NC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD