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KIRKOSWALD ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 298735 · IAPD ↗ · 1-332-207-4650

$27.16BRegulatory AUM
18Advisory reps
42Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — KIRKOSWALD ASSET MANAGEMENT LLC reported RAUM up 69% ($16.09B -> $27.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
December 2025 — KIRKOSWALD ASSET MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2025 — KIRKOSWALD ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
December 2025 — KIRKOSWALD ASSET MANAGEMENT LLC grew from 10 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — KIRKOSWALD ASSET MANAGEMENT LLC reported RAUM up 44% ($8.99B -> $12.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.