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KIRTLAND FINANCIAL MANAGEMENT, INC.

Investment AdviceCORAL GABLES, FL

Assets Under Management

$327.6M

Total AUM

Donut chart: Discretionary 305.5M, Non-Discretionary 22.1M
Category	Value
Discretionary	305.5M
Non-Discretionary	22.1M

Adviser Information

Field	Value
CRD Number	131138
SEC Number	801-63403
Street Address	100 ALMERIA AVE
Street Address 2	SUITE 302
Location	CORAL GABLES, FL 33134
Country	United States
Phone	(305) 648-0006
Fax	(305) 648-1800
Total Employees	4
Business Types	registered_representative, insurance_broker

Client Count by Type (148 Total)

Horizontal bar chart: High Net Worth Individual… 90, Individuals (other than H… 58
Category	Value
High Net Worth Individual…	90
Individuals (other than H…	58

Kirtland Financial Management, Inc., FL — Investment Adviser | BuildTrust