KIRKOSWALD ASSET MANAGEMENT LLC

NEW YORK, New York·8 registered advisors·CRD# 298735
SEC# 801-11463201-322-207-4665
01

Firm Overview

AUM
$12.9B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF EXPENSES
03

Specialties

Retirement Planning
04

Advisors at KIRKOSWALD ASSET MANAGEMENT LLC

8 registered advisors
Chris James Cafagna
NEW YORK, New York
David Abdo Hassan
NEW YORK, New York
David Francis Gilbert
NEW YORK, New York
Diana Amoa
NEW YORK, New York
Gregory John Coffey
NEW YORK, New York
Joseph Scott Mauro
NEW YORK, New York
Lauren Elizabeth Surzyn
NEW YORK, New York
Robert Price
NEW YORK, New York
05

Office Locations

NEW YORK, New York
8 advisors

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Data sourced from SEC Form ADV filings. KIRKOSWALD ASSET MANAGEMENT LLC (CRD# 298735) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.