Jane
Engel
Kilterhowling LLC
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About this Advisor
Jane Engel is a certified financial planner operating out of Boulder, Colorado with a total of 2 years of industry experience. Engel is currently employed by Kilterhowling LLC. During their career, Engel has held roles at Cornerstone Investment Advisors, LLC and Kilterhowling LLC. Engel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Kilterhowling LLC is an advisory company that has its headquarters in Boulder, CO. The firm has just four people on staff. It manages $196 million in total assets across its 559 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises three charitable organizations. Of its 559 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. However, fees billed by Kilterhowling LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kilterhowling LLC Brokerage Details
$196,337,027
4
559
$351,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jane Engel Work History
Jane has been registered as a financial advisor for 2 years.*
Kilterhowling LLC
Cornerstone Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jane Engel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kilterhowling LLC
Boulder, CO
Boulder, CO
Whitefish, MT
Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
