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- Custodian
- E*TRADE · Etrade · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2010
- Office Locations
- 1
Office Locations
About Worchestershire Financial
Worcester Financial is a Kansas City–based short-term lender providing creative real estate financing to investors across Missouri, Kansas, and the greater KC metro. Core products include fix-and-flip, bridge, and BRRR (rehab-and-refinance) loans, funding purchases, refinances, rehabs, and construction on residential and select commercial properties, with an emphasis on straightforward, fast execution aligned to borrowers’ long-term plans.
Team overview
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Accredited Investors
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Investment Themes
Investment Vehicles
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Owner & Executives
JOHN LEWIS KIRSTEIN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #3071271
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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