Kirk Investment Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Columbia, Maryland
CRD number
170612
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Paul Hilbert

    Paul Hilbert

    Financial RepresentativeCRD 6122786

  • Christopher Kirk

    Christopher Kirk

    PresidentCRD 5119694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth