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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KIRKWOOD, JAMIN, COLIN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (1)
TX
Address
4630 DE ZAVALA RDSAN ANTONIO, TX 78249
United States
Phone: 210-428-6250