VOLK FINANCIAL LLC
VOLK FINANCIAL LLC of FALMOUTH, ME is an SEC-registered investment adviser (CRD 311679). Regulatory assets under management: $116.5M.
Registration
- CRD: 311679
- SEC file number: 801-136260
- Type: Registered investment adviser
- Location: 358 U.S. ROUTE 1, SUITE 101, FALMOUTH, ME, 04105
- Phone: 207-778-2250
- Latest filing: 2026-07-24
- Regulatory AUM: $116.5M
- Discretionary AUM: $114.2M
- Non-discretionary AUM: $2.3M
- Clients: 3
- Accounts: 529
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Kimberly Lynn Volk | PRESIDENT, MANAGING MEMBER, IAR, AND CCO | — |
Branch offices (1)
| City | State | Employees | Phone |
|---|
| — | — | 1 | 207-778-2250 |
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