KIRKWOOD FINANCIAL SERVICES
Legal name: SECURE FINANCIAL MANAGEMENT
CRD #169278 SEC #801-120719 SAN ANTONIO, TX 210-428-6250
SEC Registered
Total AUM
$313.7M
Discretionary
$313.7M
Employees
9
Clients
51
Accounts
621
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $313.7M | $313.7M | $0 | 9 | 500 |
| Jun 2024 | $281.4M | $281.4M | $0 | 4 | 400 |
| Mar 2024 | $281.4M | $281.4M | $0 | 4 | 400 |
| Mar 2023 | $220.9M | $220.9M | $0 | 4 | 0 |
| Mar 2022 | $164.4M | $164.4M | $0 | 4 | 0 |
| Mar 2022 | $110.9M | $110.9M | $0 | 2 | 25 |
| Mar 2021 | $110.9M | $110.9M | $0 | 2 | 25 |
| Mar 2021 | $110.9M | $110.9M | $0 | 2 | 25 |
DateMar 2025
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees9
Clients500
DateJun 2024
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees4
Clients400
DateMar 2024
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees4
Clients400
DateMar 2023
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees2
Clients25
DateMar 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees2
Clients25
DateMar 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees2
Clients25