Stephen
Kitching

Kitching Partners, LLC

CRD#2192714
Investment Advisor
in Conshohocken, PA

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About this Advisor

Stephen Kitching is a financial advisor based in Conshohocken, Pennsylvania, working with Kitching Partners, LLC. Stephen has previously held positions at Gkfo, LLC, Forefront Analytics, LLC, and Kitching Partners, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Stephen is part of Kitching Partners, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 16 employees and manages assets totaling $477.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Kitching Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

555 E North Lane Suite 5045
Conshohocken, PA 19428

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Kitching Partners, LLC Brokerage Details

Total Assets Under Management

$477,563,232

PA Average: $15,833,994,310
Total Number of Employees

16

PA Average: 41
Total Number of Accounts

164

PA Average: 3,342
Average Account Size

$2,911,971

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Stephen Kitching Work History

2023 - Present (1 year)

Kitching Partners, LLC

2009 - 2023 (14 years)

Gkfo, LLC

2008 - 2023 (15 years)

Forefront Analytics, LLC

Disclosures

Please visit the SEC profile of Stephen Kitching 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 Kitching Partners, LLC

Stephen Kitching
Conshohocken, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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