Kyle Company, D/B/A Kyle Financial Services (Mequon)

Kyle Company, D/B/A Kyle Financial Services is a large advisory firm based in Mequon. It manages $108.5 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Wisconsin.

Kyle Company, D/B/A Kyle Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kyle Company, D/B/A Kyle Financial Services: assets under management

The assets under management (AUM) of Kyle Company, D/B/A Kyle Financial Services is $108.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kyle Company, D/B/A Kyle Financial Services for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kyle Company, D/B/A Kyle Financial Services

Susan K Bischoff has been acting as President since 1 Oct 2001. Anthony M Barbeau joined the executive team most recently as the Secretary, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jr. William D. Kyle	Director (chairman)	1 Dec 1976	Other	4489712
Jere Drew Mcgaffey	Director	1 Dec 1993	Other	4354028
Robert M Averill	Director	1 Dec 1997	Other	4489720
Alexander M Kasten	Director	1 Dec 2000	Other	4489723
Kevin P Ellis	President, director	1 Mar 2001	Other	3064106
Stephen M Fisher	Director	1 Mar 2001	Other	4489728
Nona Roesler	Director	1 Aug 2001	Other	4489714
Nona Roesler Kyle	Director	1 Aug 2001	Other	4489714
Susan K Bischoff	Shareholder/director/v.p.	1 Oct 2001	Other	4489690
Julie K Averill	Shareholder	1 Oct 2001	Other	4489699
Nancy K Kasten	Shareholder	1 Oct 2001	Other	4489707
Wendy K Dearholt	Shareholder	1 Oct 2001	Other	4489709
Robin Kyle	Shareholder	1 Oct 2001	Other	4489710
Wendy Kyle Dearholt	Shareholder	1 Oct 2001	Other	4489709
Wendy K. Eldridge	Shareholder	1 Oct 2001	Other	4489709
Anthony M Barbeau	Secretary, treasurer	1 Dec 2001	Other	4489729

Based in Mequon

The principal office where Kyle Company, D/B/A Kyle Financial Services performs its advisory services is located at 10950 North Cedarburg Road, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.