Kirkbride Asset Management Incorporated (New York)

Kirkbride Asset Management Incorporated is a large advisory firm based in New York. It manages $216.14 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, and New York.

Kirkbride Asset Management Incorporated provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kirkbride Asset Management Incorporated: assets under management

The assets under management (AUM) of Kirkbride Asset Management Incorporated is $216.14 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $214.76 million in discretionary accounts and $1.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $855.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kirkbride Asset Management Incorporated for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kirkbride Asset Management Incorporated

Robert Richard Pegg has been acting as President since 1 Jan 1971. Thomas O'donnell Pandick joined the executive team most recently as the Vice President.

Direct owners and executive officers

Based in New York

The principal office where Kirkbride Asset Management Incorporated performs its advisory services is located at 370 Lexington Ave, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-532-7556 or by fax 212-889-1694. The normal business hours are 9:15 am to 5:15 pm on Monday - Friday. You can find more information about the New York firm at www.kirkbrideasset.com.

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