RIA Intel›Advisers›New Jersey›KML FINANCIAL SERVICES GROUP, L.L.C.

KML FINANCIAL SERVICES GROUP, L.L.C.

Advisory

MANASQUAN, NJ

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$387K

across 60 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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