Kissinger Financial Services, LLC is a large advisory firm based in Hunt Valley. It manages $261.69 million of regulatory assets for 2,150 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 34 other states.
Kissinger Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kissinger Financial Services, LLC is $261.69 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kissinger Financial Services, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Irvin Kissinger has been acting as President since 1 Jul 2016. Robert Steven Pagliuco joined the executive team most recently as the Evp And Treasurer.
The principal office where Kissinger Financial Services, LLC performs its advisory services is located at 10155 York Road, Hunt Valley, MD 21030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-252-3400 or by fax 410-252-4036. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at kissingernet.com.