KISSLING FINANCIAL SERVICES, LLC

KISSLING FINANCIAL SERVICES, LLC of NEW CASTLE, PA is an SEC-registered investment adviser (CRD 299531). Regulatory assets under management: $165.5M.

Registration

• CRD: 299531
• SEC file number: 801-131147
• Type: Registered investment adviser
• Location: 5117 ERIE STREET, NEW CASTLE, PA, 16102
• Phone: 724-667-1617
• Latest filing: 2026-03-27
• Regulatory AUM: $165.5M
• Discretionary AUM: $164.0M
• Non-discretionary AUM: $1.4M
• Clients: 2
• Accounts: 1,119

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search