Unclaimed Profile

David Thompson Kilborn

PERFORMA LIMITED (US), LLC·CHARLESTON, South Carolina

Clean recordPERFORMA LIMITED (US), LLC

1080 MORRISON DRIVE, CHARLESTON, SC 29403CRD# 2314307Firm CRD# 154232

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Thompson Kilborn · CHARLESTON, SC

Registration

CRD #2314307 · PERFORMA LIMITED (US), LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Thompson Kilborn is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with PERFORMA LIMITED (US), LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PERFORMA LIMITED (US), LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PERFORMA LIMITED (US), LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2314307

Firm CRD# 154232

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Frequently Asked Questions

What services does David Thompson Kilborn offer?

David Thompson Kilborn specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.

What are David Thompson Kilborn's credentials?

David Thompson Kilborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Thompson Kilborn located?

David Thompson Kilborn is based in CHARLESTON, South Carolina, working with PERFORMA LIMITED (US), LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does David Thompson Kilborn charge for services?

David Thompson Kilborn'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 PERFORMA LIMITED (US), LLC?

PERFORMA LIMITED (US), LLC has approximately 16 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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