Investment adviser · CRD 118573
KYLE FINANCIAL SERVICES
Investment adviser filing (IA)
KYLE COMPANY
MILWAUKEE, WI, United States · Form ADV filed May 11, 2020
- Regulatory AUM
- $262M Form ADV · Item 5.F
- Client accounts
- 165 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 164 | $254,773,165 | 97.4% |
| Retirement plans | Fewer than 5 | $6,734,767 | 2.6% |
Filing source
Form ADV 1421894 · May 11, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 11, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
10850 WEST PARK PLACE, SUITE 500MILWAUKEE, WI, 53224, United States
CRD 118573
Filing source
Form ADV 1421894 · May 11, 2020 · 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.