KYLE COMPANY
Legal name: KYLE FINANCIAL SERVICES
CRD #118573 SEC #801-60859 MILWAUKEE, WI 414-359-2020
SEC Registered
Total AUM
$261.5M
Discretionary
$261.5M
Employees
4
Clients
101
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $261.5M | $261.5M | $0 | 4 | 0 |
| Feb 2020 | $261.5M | $261.5M | $0 | 4 | 0 |
| Feb 2019 | $215.1M | $215.1M | $0 | 4 | 0 |
| Feb 2018 | $231.1M | $231.1M | $0 | 4 | 0 |
| Feb 2017 | $202.8M | $202.8M | $0 | 4 | 100 |
| Jan 2016 | $184.3M | $184.3M | $0 | 4 | 200 |
| Feb 2015 | $196.2M | $196.2M | $0 | 4 | 100 |
| Feb 2014 | $187.2M | $187.2M | $0 | 4 | 26 |
| Feb 2013 | $154.7M | $154.7M | $0 | 4 | 26 |
| Feb 2012 | $133M | $133M | $0 | 1 | 129 |
| Jan 2011 | $139.5M | $139.5M | $0 | 5 | -- |
| Feb 2007 | $130M | $130M | $0 | 5 | -- |
| Feb 2006 | $115.5M | $115.5M | $0 | 5 | -- |
| Nov 2003 | $92.9M | $92.9M | $0 | 5 | -- |
DateMay 2020
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees4
Clients200
DateFeb 2015
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees4
Clients100
DateFeb 2014
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees4
Clients26
DateFeb 2012
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees1
Clients129
DateJan 2011
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients--