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KISSLING FINANCIAL SERVICES, LLC
CRD 299531 · SEC 801-131147
5117 ERIE STREET, NEW CASTLE, PA, 16102, United States
Phone
724-667-1617
Fax
724-667-1608
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.5M
Discretionary AUM
$164.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 620 | $78.6M |
| High net worth individuals | 69 | $70.0M |
| Charitable organizations | 2 | $2.8M |
| Corporations/business entities | 13 | $14.1M |
States served
CO, IN, MI, NJ, OH, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD