CRD: 139262
Picket Fence Financial, LLC
$50.5M Total AUM
$50.5M Disc. AUM
-- 3Y CAGR
2 Employees
131 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2006
- Office Locations
- 1
Office Locations
2012 Rock Spring Rd. Forest Hill MD
About Picket Fence Financial, LLC
Picket Fence Financial is a Forest Hill, MD registered investment adviser providing financial planning and investment management for retail and institutional clients. The firm focuses on asset allocation and portfolio construction using primarily ETFs (with some mutual funds), and also offers retirement, tax and estate planning plus insurance/annuity guidance. Custodied at Schwab.
Team overview
-- AVG AGE
$50.5M AVG AUM / ADVISOR
$385.3K AVG AUM / CLIENT
20.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KIRK WILLIAM KINDER
Chief Compliance Officer, President
- CRD
- #4656569
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,473,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,473,798 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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