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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Alpha harborPioneer wave
- Established Date
- 07-09-2012
- Office Locations
- 1
Office Locations
About Kleinsmith Resource Management, LLC
Kleinsmith Resource Management, LLC is an independent Bend, Oregon RIA serving individuals and families with personalized financial and retirement planning, investment planning, and risk-based portfolio construction. The firm emphasizes long-term goals and helping clients build wealth, protect family needs, and preserve assets through changing markets. Portfolios are ETF-centric, with additional cash and municipal bond exposure, and custody includes Charles Schwab.
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Owner & Executives
KIRBY REED KLEINSMITH
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4131458
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,327,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,327,438 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,327,438
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $634,939,503 | 19.7% |
| Cash | $1,675,982,444 | 52.0% |
| Municipal Bonds | $912,121,214 | 28.3% |
| Total | $3,223,043,161 | 100.0% |