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Joseph Francis Kilner

KILNER CAPITAL ADVISORS, LLC·GAITHERSBURG, Maryland
Clean recordKILNER CAPITAL ADVISORS, LLC
438 N. FREDERICK AVENUE, GAITHERSBURG, MD 20877CRD# 4540098Firm CRD# 139521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Francis Kilner · GAITHERSBURG, MD
Registration
CRD #4540098 · KILNER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Francis Kilner is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with KILNER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KILNER CAPITAL ADVISORS, LLC
KILNER CAPITAL ADVISORS, LLC
AUM
$283M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KILNER CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4540098
Firm CRD# 139521
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Francis Kilner offer?
Joseph Francis Kilner specializes in Investment Management, Wealth Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Joseph Francis Kilner's credentials?
Joseph Francis Kilner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Kilner located?
Joseph Francis Kilner is based in GAITHERSBURG, Maryland, working with KILNER CAPITAL ADVISORS, LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Joseph Francis Kilner charge for services?
Joseph Francis Kilner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILNER CAPITAL ADVISORS, LLC?
KILNER CAPITAL ADVISORS, LLC has approximately 3 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KILNER CAPITAL ADVISORS, LLC

William Hall Miller
GAITHERSBURG, MD
Jerry P O'leary
GAITHERSBURG, MD

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Research
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