Kirtland Financial Management, Inc.

Kirtland Financial Management, Inc. (CRD# 131138) is a financial advisory firm headquartered in Coral Gables, FL. They manage $296,660,095 in 454 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
100 Almeria Ave, Suite 302, Coral Gables, FL 33134
http://www.kirtlandfinancial.com
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $653,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NH, NY, PA, SC, TN, TX, VA

Financial Advisors at Kirtland Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brett Hixon, financial advisor Coral Gables FL
Brett C. Hixon
CRD#: 4746520
100 Almeria Ave, Suite 302, Coral Gables, FL 33134

Brett Hixon (CRD# 4746520) is an Investment Advisor Representative working at Kirtland Financial Management, Inc. in Coral Gables, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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