Kissinger Financial Services, LLC (Hunt Valley)

Name: Kissinger Financial Services, LLC
Address: 10155 York Road, Hunt Valley, MD, 21030
Telephone: 410-252-3400

Kissinger Financial Services, LLC is a large advisory firm based in Hunt Valley. It manages $261.69 million of regulatory assets for 2,150 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 34 other states.

Kissinger Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kissinger Financial Services: assets under management

The assets under management (AUM) of Kissinger Financial Services, LLC is $261.69 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $212.87 million in discretionary accounts and $48.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $287.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kissinger Financial Services, LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kissinger Financial Services, LLC

William Irvin Kissinger has been acting as President since 1 Jul 2016. Robert Steven Pagliuco joined the executive team most recently as the Evp And Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Summer Wealth Management	Member	1 Jul 2016	75% - 100%	47-2268309
David Lee Hunt	Vice president	1 Jul 2016	Other	2772872
George Lester Ball	Vice president	1 Jul 2016	Other	11332
Robert Jeffery Corne	Vice president and secretary	1 Jul 2016	Other	4993108
William Irvin Kissinger	President	1 Jul 2016	Other	1057368
Edward William Henry Kissinger	Vice president	1 Jul 2016	Other	4021878
William Stanton Tyson	Chief compliance officer	1 Jul 2016	Other	2074192
Llc Wt Acquisition	Owner	1 May 2017	75% - 100%	82-151473
Robert Steven Pagliuco	Evp and treasurer	1 Jun 2017	Other	2617931

Indirect Owners

The SEC currently registers 21 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fredric Mark Edelman	Shareholder	1 Jun 1996	75% - 100%	1537980
Thomas Haskell Lee	Managing member	1 Aug 2006	75% - 100%	305494
Llc Lee Equity Partners	Manager	1 Apr 2012	Other	157422
Llc Affiliated Wealth Partners Holdings	Member-managed	1 Sep 2015	75% - 100%	47-4536791
Awp Ii Llc	Member-managed	1 Sep 2015	75% - 100%	47-4845839
Awp I Lp	Member-managed	1 Sep 2015	75% - 100%	47-5311229
Llc Lep Summer Holdings	Limited partner	1 Sep 2015	50% - 75%	37-1689318
Awp Gp Llc	General partner	1 Sep 2015	Other	47-5305328
George Lester Ball	Board of managers	1 Sep 2015	Other	11332
Mark Kevin Gormley	Board of managers	1 Sep 2015	Other	718402
Holly Day Deem	Board of managers	1 Sep 2015	Other	2665529
Llc Lee Equity Partners	Member	1 Sep 2015	50% - 75%	157422
Inc. The Edelman Financial Center	Member	1 Sep 2015	25% - 50%	81-0672613
Llc Lee Equity Partners Realization Fund Gp	General partner	1 Sep 2015	Other	47-5092925
Bruce Robert Mcmaken	Board of managers	1 Dec 2015	Other	2851043
Daniel Joseph Rodriguez	Board of managers	1 Feb 2016	Other	4981411
L.P. Lee Equity Partners Realization Fund Summer Aiv	Member	1 Mar 2016	75% - 100%	36-4818709
Lep Realization Summer Llc	Limited partner	1 Mar 2016	50% - 75%	47-5027114
Mark Kevin Gormley	Managing member	1 Mar 2016	25% - 50%	718402
L.P. Lep Realization Feeder	Member	1 Mar 2016	75% - 100%	47-5356981
Llc Hightower Holding	Owner	1 May 2017	75% - 100%	26-2270729

Based in Hunt Valley

The principal office where Kissinger Financial Services, LLC performs its advisory services is located at 10155 York Road, Hunt Valley, MD 21030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-252-3400 or by fax 410-252-4036. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at kissingernet.com.