Kleinsmith Resource Management, LLC

Kleinsmith Resource Management, LLC (CRD# 164545) is a financial advisory firm headquartered in , . They manage $3,270,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $116,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Kleinsmith Resource Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kirby R. Kleinsmith
CRD#: 4131458
Bend, OR
96
Wealthminder
score

Kirby Kleinsmith (CRD# 4131458) is an Investment Advisor Representative working at Kleinsmith Resource Management, LLC in Bend, OR and has over 16 years of experience in the finance industry.

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