CRD: 129105
KML Financial Services Group, L.l.c.
Manasquan, NJ, 08736
7327227912
$23.2M Total AUM
$23.2M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1997
- Office Locations
- 1
Office Locations
2517 HWY 35, Bldg I, Suite 103 Manasquan NJ
About KML Financial Services Group, L.l.c.
KML Financial Services Group, L.l.c. is a Manasquan-based RIA. The firm has been operating for 29 years. Managing $23.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$801.3K AVG AUM / CLIENT
20.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Fusion delta Element frontier Bridge
Investment Themes
Signal Vertex value
Investment Vehicles
Bridge
Services
Alpha Peak Timber oak Element Glacier
Owner & Executives
R
ROBERT KRIM
Partner
- CRD
- --
- Ownership
- Less than 5%
(893) 344-4028
unison.crest@embercapital.com
in linkedin.com/in/summit-prime
K
KENNETH PATRICK LEBLANC
Senior Wealth Advisor
- CRD
- #1837019
- Ownership
- Less than 5%
(263) 403-6641
matrix.north@insightcapital.com
in linkedin.com/in/wave-crest
V
Vital capital
Beacon signal zenith
- CRD
- #26064
- Ownership
- 1.7%
(797) 678-7992
summit.focus@foundationcapital.com
in linkedin.com/in/unison-momentum
Showing 2 of 3 owners & executives
Unlock allContacts
N
Nicholas Alfred Gargiulo
Analyst
- CRD
- #7377806
(746) 539-9500
beacon.capital@vectorcapital.com
in linkedin.com/in/ridge-meridian
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,237,113 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,237,113 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,237,113
Equity - Exchange:
42.4% Public Funds:
23.1% Cash:
12.1% Other:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $951,422,193 | 42.4% |
| Public Funds | $518,345,582 | 23.1% |
| Cash | $271,514,352 | 12.1% |
| Other | $502,638,140 | 22.4% |
| Total | $2,243,920,267 | 100.0% |