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.
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 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. 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.
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.
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.
You can reach the main office by calling the phone number 262-242-2420 or by fax 262-242-2661. The normal business hours are 8am - 5pm on Monday - Friday.