K
CRD: 139593
Kirkwood Private, LLC
Scarborough, ME
2078839813
$53.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2006
- Office Locations
- 1
Office Locations
-- Scarborough ME
About Kirkwood Private, LLC
Kirkwood Private, LLC is a Scarborough-based RIA. The firm has been operating for 20 years. Managing $53.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$53.2M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Ridge bridge Foundation North
Client Personas
Focus
Investment Themes
Alpha
Services
Prime signal Vertex quantum Catalyst peak Beacon harbor Foundation vital
Owner & Executives
M
MARY ANN RODRIGUE
Chief Operating Officer, President
- CRD
- #2717819
- Ownership
- 75% or more
(692) 661-1965
insight.peak@beaconcapital.com
in linkedin.com/in/unison-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,180,391 | -- |
| Total | $53,180,391 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,180,391
Equity - Exchange:
11.9% Public Funds:
17.0% Cash:
3.9% Municipal Bonds:
19.1% U.S. Government/Agency:
15.9% Other:
19.2% Private Funds:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $404,610,352 | 11.9% |
| Public Funds | $578,014,789 | 17.0% |
| Cash | $132,603,393 | 3.9% |
| Municipal Bonds | $649,416,616 | 19.1% |
| U.S. Government/Agency | $540,613,832 | 15.9% |
| Other | $652,816,703 | 19.2% |
| Private Funds | $442,011,310 | 13.0% |
| Total | $3,400,086,995 | 100.0% |