KYLE COMPANY

KYLE FINANCIAL SERVICES
MILWAUKEE, Wisconsin·9 registered advisors·CRD# 118573
SEC# 801-608590414-359-2020
01

Firm Overview

AUM
$262M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KYLE COMPANY

9 registered advisors
Alexander M Kasten
MILWAUKEE, Wisconsin
Anthony M Barbeau
MILWAUKEE, Wisconsin
Julie K Averill
MILWAUKEE, Wisconsin
Nancy K Kasten
MILWAUKEE, Wisconsin
Robert M Averill
MILWAUKEE, Wisconsin
Robin Kyle
MILWAUKEE, Wisconsin
Stephen M Fisher
MILWAUKEE, Wisconsin
Susan K Bischoff
MILWAUKEE, Wisconsin
Wendy K. Eldridge
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
9 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KYLE COMPANY (CRD# 118573) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.