DK
CFP
DK
CFP

Douglas Mcleod Kilroy

3 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
93 advisors
Number of Clients
7,967 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$38.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Steuart Tower, 1 Market Street, Suit 1800, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Group Private Client Services, INC.
August 2024 - Present · 1 yr 6 mos
Previous Registrations
City National Rochdale
February 2013 - August 2015 · 2 yrs 6 mos
State Registrations6 states
CAGAILNVNYTX
Advisor
Exams
No exam information available for this advisor.