Kyleshill Financial Planning
Kyleshill Financial Planning (CRD# 143604) is a financial advisory firm headquartered in Columbus, OH. They manage $92,731,906 in 302 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kyleshill Financial Planning
By the Numbers
-
Total Assets Under Management93MILLION
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Total Number of Accounts302ACCOUNTS
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Average Account Value$307,059
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Kyleshill Financial Planning
1
John Davidson (CRD# 4765276) is an Investment Advisor Representative working at Kyleshill Financial Planning in Columbus, OH and has over 19 years of experience in the finance industry.
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