Kirchner Financial Group

Overview

Kirchner Financial Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small business clients, charging a percentage of assets under management. Its business model is predominantly discretionary: the firm's reported discretionary assets equal its total assets. Kirchner Financial Group does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser. Advisory activity centers on managing taxable and likely retirement accounts for private clients rather than institutional consulting. Custody for client assets is concentrated with Charles Schwab & Co., Inc., which appears to hold the full reported AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives