KIRKWOOD FINANCIAL SERVICES LLC
Doing business as SECURE FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$399,765,022
Discretionary
$399,765,022
Non-discretionary
$0
Firm details
- CRD number
- 169278
- SEC file number
- 801-120719
- Main office
- SAN ANTONIO, TX, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.