Kleinsmith Resource Management, LLC

Kleinsmith Resource Management, LLC (CRD# 164545) is a financial advisory firm headquartered in , . They manage $5,845,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://kleinsmithresource.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $167,000
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
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 Kleinsmith, financial advisor Bend OR
Kirby R. Kleinsmith
CRD#: 4131458
Bend, OR
Kirby Kleinsmith (CRD# 4131458) is an Investment Advisor Representative working at Kleinsmith Resource Management, LLC in Bend, OR and has over 17 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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