Kirtland Financial Management, Inc.
Kirtland Financial Management, Inc. (CRD# 131138) is a financial advisory firm headquartered in Coral Gables, FL. They manage $289,021,405 in 448 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management289MILLION
Total Number of Accounts448ACCOUNTS
Average Account Value$645,137
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, LA, NC, NH, TX, VA
Brett Hixon (CRD# 4746520) is an Investment Advisor Representative working at Kirtland Financial Management, Inc. in Coral Gables, FL and has over 16 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.