KILNER CAPITAL ADVISORS, LLC - Financial Advisor in Maryland, Gaithersburg

Tel: 301.840.0501 438 N. Frederick Avenue Suite 465 Gaithersburg, Maryland 20877

About KILNER CAPITAL ADVISORS, LLC

KILNER CAPITAL ADVISORS, LLC is a Gaithersburg, Maryland based financial advisory firm with nearly $295,715,661 in assets under management and provides investment advisory services for 656 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

139521

Firm SEC#:

801-69347

Assets Under Management:

$295,715,661

No. of Clients:

656

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Maryland?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Maryland, Gaithersburg

FirmCRD#:127368

SEC#:801-125799

No. of Advisors:1

No. of Clients:452

AUM:$257,803,803

FirmCRD#:281093

SEC#:801-131124

No. of Advisors:5

No. of Clients:402

AUM:$112,235,775

FirmCRD#:138196

SEC#:801-64989

No. of Advisors:93

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BEACON INVESTMENT ADVISORS LLC

127368

801-125799

452

$257,803,803

SHERMAN WEALTH MANAGEMENT LLC

281093

801-131124

402

$112,235,775

NEA MEMBER BENEFITS

138196

801-64989

Not Disclosed

Explore More Financial Advisor Firms in Gaithersburg, Maryland >>