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KILTER GROUP

KILTER GROUP LLC

CRD 330356 · SEC 801-129927

Visit website

VT, United States

Phone

646-438-6557

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$277.4M

Discretionary AUM

$272.8M

Team

13 total employees; 7 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals294$97.7M
High net worth individuals119$179.6M

States served

VT, AZ, CA, IL, KS, LA, MD, MA, NJ, NY, OH, PA, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD