Unclaimed Profile

Anthony M Barbeau

KYLE COMPANY·MILWAUKEE, Wisconsin

Clean record22 years registeredKYLE COMPANY

10850 WEST PARK PLACE, SUITE 500, MILWAUKEE, WI 53224CRD# 4489729Firm CRD# 118573

Profile Verification

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

Identity

Anthony M Barbeau · MILWAUKEE, WI

Registration

CRD #4489729 · KYLE COMPANY · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KYLE COMPANY

KYLE FINANCIAL SERVICES

Jan 2004 – Dec 2020

MEQUON, WI

Registrations & Exams

Registration record

First registered · January 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KYLE COMPANY

CRD 118573 · SEC 801-60859

AUM

$262M

Regulatory assets under management

Employees

165 client accounts

Services offered by KYLE COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KYLE COMPANY →

Introduction

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Frequently Asked Questions

What services does Anthony M Barbeau offer?

Anthony M Barbeau specializes in Financial Planning, Investment Management.

What are Anthony M Barbeau's credentials?

Anthony M Barbeau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony M Barbeau located?

Anthony M Barbeau is based in MILWAUKEE, Wisconsin, last registered with KYLE COMPANY.

How does Anthony M Barbeau charge for services?

Anthony M Barbeau's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KYLE COMPANY?

KYLE COMPANY has approximately 4 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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