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KILDARE PARTNERS US, LLC
KILDARE PARTNERS US, LLC
WESTLAKE, Texas
·
2 registered advisors
·
CRD# 167984
SEC# 801-78481
6
214-756-6030
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.
03
Specialties
Retirement Planning
04
Advisors at KILDARE PARTNERS US, LLC
2 registered advisors
Jay Copeland Mclennan
WESTLAKE, Texas
CRD# 2997989
Paul S Patel
WESTLAKE, Texas
CRD# 6232925
05
Office Locations
WESTLAKE, Texas
2 advisors
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Data sourced from SEC Form ADV filings. KILDARE PARTNERS US, LLC (CRD# 167984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.