Kirk Investment Advisors LLC
Firm details
- Headquarters
- Columbia, Maryland
- CRD number
- 170612
- Website
- www.kirkfg.com
- Fee structure
- Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kirk Investment Advisors LLC is a privately held limited liability company operating as a capital allocator and adviser. The firm is owned by an individual and is classified in the data as "unclassified" for regulatory grouping. Its stated advisory activities focus on selecting other advisers (third-party manager selection) and delivering educational seminars or workshops. Kirk Investment Advisors reports it is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm's fee structure is listed as "Other," and it maintains an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Columbia, MD
Howard
Location
Columbia, MD
Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Howard
- Address
- 9520 Berger Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
White Oak Wealth Management
RIAColumbia, MD
Williams Asset Management
RIAColumbia, MD
Wagener-Lee, LLC
RIAColumbia, MD
Wealthy & Wise Family Office
RIAColumbia, MD
Pointer Financial Advisors LLC
RIAColumbia, MD
GLR Partners
RIAColumbia, MD