CRD: 131138
Kirtland Financial Management, Inc.
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- RidgeValue +more
- Established Date
- 09-16-2003
- Office Locations
- 1
Office Locations
About Kirtland Financial Management, Inc.
Kirtland Financial Management is a Coral Gables, FL registered investment advisor providing asset management and financial planning, including portfolio construction and coordinated tax/estate/charitable and insurance planning, for individuals and business owners. The investment approach emphasizes asset allocation and risk management using mutual funds, ETFs, and fixed income. Clients access accounts via Raymond James and a Morningstar client web portal.
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Owner & Executives
BRETT CHARLES HIXON
Chief Compliance Officer, President
- CRD
- #4746520
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $339,490,403 | $832,084 |
| Non-Discretionary | $56,632,852 | $267,136 |
| Total | $396,123,255 | $638,908 |
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Separately Managed Accounts
Total SMA Asset: $396,123,255
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $398,095,932 | 28.0% |
| Equity - Exchange | $112,319,924 | 7.9% |
| Cash | $137,911,805 | 9.7% |
| U.S. Government/Agency | $446,436,153 | 31.4% |
| Corporate - Investment Grade | $327,007,373 | 23.0% |
| Total | $1,421,771,187 | 100.0% |