$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Oak vitalTimber value
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
-- Chicago IL
About Kirchner Financial Group
Kirchner Financial Group is a Chicago-based RIA. The firm has been operating for 1 years. Managing $15.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$548.3K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Beacon Delta foundation Optima zenith Beacon Matrix meridian Optima Wave
Client Personas
Unison foundation
Custodian
Capital vital Value crest Atlas radial Ridge Ridge unison
Investment Themes
Summit delta Frontier Element wave Summit
Investment Vehicles
Summit insight
Services
Meridian Eagle Legacy north Capital unison
Technology
Prime Unison
Owner & Executives
J
James Royal Kirchner
Chief Compliance Officer, Managing Member
- CRD
- #2852217
- Ownership
- 75% or more
(339) 848-1836
ember.glacier@alphacapital.com
in linkedin.com/in/harbor-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,900,000
Equity - Exchange:
42.6% Public Funds:
29.5% Cash:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,721,898,120 | 42.6% |
| Public Funds | $2,577,370,764 | 29.5% |
| Cash | $2,437,581,163 | 27.9% |
| Total | $8,736,850,047 | 100.0% |