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KIRKWOOD FINANCIAL SERVICES LLC

dba SECURE FINANCIAL MANAGEMENT · CRD 169278 · Registered Investment Adviser

KIRKWOOD FINANCIAL SERVICES LLC is a Registered Investment Adviser headquartered in SAN ANTONIO, TX. The firm reports $399,765,022 in regulatory assets under management across 928 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$399,765,022
Non-discretionary$0
Total RAUM$399,765,022
Accounts928

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 169278. adviserinfo.sec.gov/firm/summary/169278.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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