Claim Profile
MK

Matthew David Kirr

KIRR, MARBACH & COMPANY, LLC·COLUMBUS, Indiana
Unclaimed Profile
621 WASHINGTON STREET, COLUMBUS, IN 47201-6231CRD# 4050471Firm CRD# 104634
01

About

Matthew David Kirr is a registered financial advisor based in COLUMBUS, Indiana, affiliated with KIRR, MARBACH & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC
AUM
$435M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4050471
Firm CRD# 104634
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBUS?

Browse all registered financial advisors in COLUMBUS, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew David Kirr offer?
Matthew David Kirr specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Indiana for a consultation.
What are Matthew David Kirr's credentials?
Matthew David Kirr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Kirr located?
Matthew David Kirr is based in COLUMBUS, Indiana, working with KIRR, MARBACH & COMPANY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Matthew David Kirr charge for services?
Matthew David Kirr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIRR, MARBACH & COMPANY, LLC?
KIRR, MARBACH & COMPANY, LLC has approximately 7 employees and manages $435M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty