Investment adviser · CRD 284871

KISSINGER FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

HUNT VALLEY, MD, United States · Form ADV filed Sep 21, 2017

Regulatory AUM
$262M
Form ADV · Item 5.F
Client accounts
2,150
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 21, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Commissions

Principal office

10155 YORK ROAD, SUITE 105
HUNT VALLEY, MD, 21030, United States

CRD 284871

Filing source

Form ADV 1141593 · Sep 21, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.