Kirtland Financial Management, Inc.

Kirtland Financial Management, Inc. (CRD# 131138) is a financial advisory firm headquartered in Coral Gables, FL. They manage $169,375,494 in 456 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $371,437
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Kirtland Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brett C. Hixon
CRD#: 4746520
100 Almeria Ave, Suite 302, Coral Gables, FL 33134
96
Wealthminder
score

Brett Hixon (CRD# 4746520) is an Investment Advisor Representative working at Kirtland Financial Management, Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry. Brett Hixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mary D. Kirtland
CRD#: 2481397
100 Almeria Ave, Suite 302, Coral Gables, FL 33134
96
Wealthminder
score

Mary Kirtland (CRD# 2481397) 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. Mary Kirtland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.