Picket Fence Financial, LLC

RIASEC Registered
Total AUM
$50.5M
Discretionary
$50.5M
100% of AUM
Avg account
$209K
Accounts
241
Employees
2
Advisory reps
1

Firm details

Headquarters
Forest Hill, Maryland
CRD number
139262
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI59.45%
  • Individuals27.67%
  • Pension & Profit Sharing Plans12.88%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Picket Fence Financial, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its ADV lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as a capital allocator and does not identify as an ESG- or multi-state-focused adviser in the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Non-Exchange Traded Equities 13%, Cash & Cash Equivalents 8%, US Government Bonds 2%77%
  • Exchange Traded Equities77%
  • Non-Exchange Traded Equities13%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%

Contacts

1 of 1
  • Kirk Kinder

    Kirk Kinder

    Director of Financial PlanningCRD 4656569

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Forest Hill, MD

Harford

Location

Forest Hill, MD

Headquartered in Forest Hill, 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
Harford
Address
2012 Rock Spring Rd
Time zone
ET (UTC-5)
Office locations

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