Kissling Financial Services, LLC
● SEC registered since 2024CRD 299531SEC# 801-131147New Castle, PA
Reg. AUM
$165.5M
Employees
2
Accounts
1,119
Location
New Castle, PA
Kissling Financial Services, LLC assets under management
Kissling Financial Services, LLC is a registered investment adviser overseen by the SEC based in New Castle, PA. The firm has been registered since 2024. It reports $165.5 million in regulatory assets under management and employs 2 people.
Kissling Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Jon Kissling Control | President And Cco | Over 75% | 2004 |
Frequently asked questions
How much does Kissling Financial Services, LLC manage?
Kissling Financial Services, LLC reports $165.5 million in regulatory assets under management on its Form ADV.
How many employees does Kissling Financial Services, LLC have?
Kissling Financial Services, LLC reports 2 employees.
Where is Kissling Financial Services, LLC located?
Kissling Financial Services, LLC is based in New Castle, PA and has been SEC-registered since 2024.
Does Kissling Financial Services, LLC disclose fund performance?
Kissling Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5117 Erie Street, New Castle, PA 16102 |
| Phone | 724-667-1617 |
| Fax | 724-667-1608 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.5M▲ 47%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$165.5Mregulatory AUM
Discretionary $164MNon-discretionary $1.4M