KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD #131138 SEC #801-63403 CORAL GABLES, FL (305) 648-0006
SEC Registered
Total AUM
$327.6M
Discretionary
$305.5M
Employees
4
Clients
101
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $327.6M | $305.5M | $22.1M | 4 | 0 |
| Oct 2024 | $296.7M | $275M | $21.6M | 4 | 1 |
| Oct 2024 | $296.7M | $275M | $21.6M | 4 | 1 |
| Feb 2024 | $296.7M | $275M | $21.6M | 4 | 1 |
| Oct 2023 | $276.4M | $253M | $23.5M | 5 | 0 |
| Aug 2023 | $276.4M | $253M | $23.5M | 5 | 0 |
| Mar 2023 | $276.4M | $253M | $23.5M | 5 | 0 |
| Jun 2022 | $308.5M | $278.1M | $30.4M | 5 | 0 |
| Feb 2022 | $308.5M | $278.1M | $30.4M | 5 | 0 |
| Jul 2021 | $289M | $258.7M | $30.4M | 5 | 0 |
| Feb 2021 | $289M | $258.7M | $30.4M | 5 | 0 |
| Nov 2020 | $273M | $245.6M | $27.4M | 5 | 0 |
| May 2020 | $273M | $245.6M | $27.4M | 5 | 0 |
| Mar 2020 | $273M | $245.6M | $27.4M | 5 | 0 |
| Sep 2019 | $255.5M | $231.9M | $23.6M | 5 | 1 |
| Jul 2019 | $255.5M | $231.9M | $23.6M | 5 | 1 |
| Mar 2019 | $255.5M | $231.9M | $23.6M | 5 | 1 |
| Nov 2018 | $232.6M | $209.4M | $23.2M | 4 | 1 |
| Mar 2018 | $232.6M | $209.4M | $23.2M | 4 | 1 |
| Mar 2017 | $194.3M | $174.6M | $19.6M | 4 | 150 |
| Feb 2016 | $169.4M | $152.9M | $16.5M | 2 | 145 |
| Mar 2015 | $170.3M | $154.7M | $15.6M | 2 | 145 |
| Nov 2014 | $148M | $133.7M | $14.3M | 2 | 145 |
| Mar 2014 | $148M | $133.7M | $14.3M | 2 | 145 |
| Mar 2014 | $148M | $133.7M | $14.3M | 2 | 145 |
| May 2013 | $138.9M | $124.4M | $14.5M | 2 | 138 |
| Feb 2013 | $138.9M | $124.4M | $14.5M | 2 | 138 |
| Mar 2012 | $119.1M | $105.8M | $13.2M | 1 | 115 |
| Mar 2011 | $113M | $101.6M | $11.3M | 5 | -- |
| Feb 2009 | $79.2M | $70.4M | $8.9M | 5 | -- |
| Mar 2007 | $82M | $56M | $26M | 5 | -- |
| Jan 2007 | $65.9M | $50.8M | $15.1M | 5 | -- |
| Mar 2006 | $65.9M | $50.8M | $15.1M | 5 | -- |
| Jul 2004 | $38.4M | $0 | $38.4M | 5 | -- |
| Jul 2004 | $38.4M | $0 | $38.4M | 5 | -- |
DateMar 2025
Total AUM$327.6M
Discretionary$305.5M
Non-Disc.$22.1M
Employees4
Clients0
DateOct 2024
Total AUM$296.7M
Discretionary$275M
Non-Disc.$21.6M
Employees4
Clients1
DateOct 2024
Total AUM$296.7M
Discretionary$275M
Non-Disc.$21.6M
Employees4
Clients1
DateFeb 2024
Total AUM$296.7M
Discretionary$275M
Non-Disc.$21.6M
Employees4
Clients1
DateOct 2023
Total AUM$276.4M
Discretionary$253M
Non-Disc.$23.5M
Employees5
Clients0
DateAug 2023
Total AUM$276.4M
Discretionary$253M
Non-Disc.$23.5M
Employees5
Clients0
DateMar 2023
Total AUM$276.4M
Discretionary$253M
Non-Disc.$23.5M
Employees5
Clients0
DateJun 2022
Total AUM$308.5M
Discretionary$278.1M
Non-Disc.$30.4M
Employees5
Clients0
DateFeb 2022
Total AUM$308.5M
Discretionary$278.1M
Non-Disc.$30.4M
Employees5
Clients0
DateJul 2021
Total AUM$289M
Discretionary$258.7M
Non-Disc.$30.4M
Employees5
Clients0
DateFeb 2021
Total AUM$289M
Discretionary$258.7M
Non-Disc.$30.4M
Employees5
Clients0
DateNov 2020
Total AUM$273M
Discretionary$245.6M
Non-Disc.$27.4M
Employees5
Clients0
DateMay 2020
Total AUM$273M
Discretionary$245.6M
Non-Disc.$27.4M
Employees5
Clients0
DateMar 2020
Total AUM$273M
Discretionary$245.6M
Non-Disc.$27.4M
Employees5
Clients0
DateSep 2019
Total AUM$255.5M
Discretionary$231.9M
Non-Disc.$23.6M
Employees5
Clients1
DateJul 2019
Total AUM$255.5M
Discretionary$231.9M
Non-Disc.$23.6M
Employees5
Clients1
DateMar 2019
Total AUM$255.5M
Discretionary$231.9M
Non-Disc.$23.6M
Employees5
Clients1
DateNov 2018
Total AUM$232.6M
Discretionary$209.4M
Non-Disc.$23.2M
Employees4
Clients1
DateMar 2018
Total AUM$232.6M
Discretionary$209.4M
Non-Disc.$23.2M
Employees4
Clients1
DateMar 2017
Total AUM$194.3M
Discretionary$174.6M
Non-Disc.$19.6M
Employees4
Clients150
DateFeb 2016
Total AUM$169.4M
Discretionary$152.9M
Non-Disc.$16.5M
Employees2
Clients145
DateMar 2015
Total AUM$170.3M
Discretionary$154.7M
Non-Disc.$15.6M
Employees2
Clients145
DateNov 2014
Total AUM$148M
Discretionary$133.7M
Non-Disc.$14.3M
Employees2
Clients145
DateMar 2014
Total AUM$148M
Discretionary$133.7M
Non-Disc.$14.3M
Employees2
Clients145
DateMar 2014
Total AUM$148M
Discretionary$133.7M
Non-Disc.$14.3M
Employees2
Clients145
DateMay 2013
Total AUM$138.9M
Discretionary$124.4M
Non-Disc.$14.5M
Employees2
Clients138
DateFeb 2013
Total AUM$138.9M
Discretionary$124.4M
Non-Disc.$14.5M
Employees2
Clients138
DateMar 2012
Total AUM$119.1M
Discretionary$105.8M
Non-Disc.$13.2M
Employees1
Clients115
DateMar 2011
Total AUM$113M
Discretionary$101.6M
Non-Disc.$11.3M
Employees5
Clients--
DateFeb 2009
Total AUM$79.2M
Discretionary$70.4M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2007
Total AUM$82M
Discretionary$56M
Non-Disc.$26M
Employees5
Clients--
DateJan 2007
Total AUM$65.9M
Discretionary$50.8M
Non-Disc.$15.1M
Employees5
Clients--
DateMar 2006
Total AUM$65.9M
Discretionary$50.8M
Non-Disc.$15.1M
Employees5
Clients--
DateJul 2004
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--
DateJul 2004
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees5
Clients--