KINDRED FINANCIAL LLC

KINDRED FINANCIAL LLC of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 324932). Regulatory assets under management: $25.5M.

Registration

• CRD: 324932
• Type: Registered investment adviser
• Location: 200 UNION BLVD, LAKEWOOD, CO, 80226
• Phone: 720-466-3515
• Latest filing: 2026-03-24
• Regulatory AUM: $25.5M
• Discretionary AUM: $24.0M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324932 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search