Insights

Client Focus Target high-net-worth individuals and institutions seeking integrated asset management and financial planning, emphasizing transparent, liquid solutions with risk management as a differentiator.

Scale Readiness Position as a compliant, boutique advisory with a lean team leveraging CRM and cloud tools to scale services for growing client bases while maintaining personalized attention.

Tech Enablement Leverage existing tech stack ( Salesforce, Redtail CRM, Squarespace, Microsoft 365) to offer efficient onboarding, client communication, performance reporting, and scalable advisory processes.

Premium Services Highlight strong expertise in portfolio management, equity and fixed income selection, and risk-managed solutions to appeal to institutions and sophisticated individual investors seeking due diligence and transparency.

Growth Levers Explore partnerships with independent advisors, wealth managers, and family offices who can benefit from outsourced asset management and planning capabilities, expanding referral networks and potential co-managed accounts.

Similar companies to KilterHowling LLC

KilterHowling LLC Tech Stack

KilterHowling LLC uses 8 technology products and services including Open Graph, Squarespace, Redtail CRM, and more. Explore KilterHowling LLC's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • Redtail CRM
    Customer Relationship Management
  • Customer Relationship Management
  • Modernizr
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology

KilterHowling LLC's Email Address Formats

KilterHowling LLC uses at least 2 email formats:
KilterHowling LLC Email FormatsExamplePercentage
First@kilterhowling.comJohn@kilterhowling.com
67%
FL@kilterhowling.comJD@kilterhowling.com
33%

Frequently Asked Questions

What is KilterHowling LLC's phone number?

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You can contact KilterHowling LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is KilterHowling LLC's official website and social media links?

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KilterHowling LLC's official website is kilterhowling.com and has social profiles on LinkedIn.

How much revenue does KilterHowling LLC generate?

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As of August 2026, KilterHowling LLC's annual revenue is estimated to be $1M - $10M.

What is KilterHowling LLC's NAICS code?

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KilterHowling LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does KilterHowling LLC have currently?

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As of August 2026, KilterHowling LLC has approximately 4 employees across 1 continents, including North America. Key team members include Associate: S. A. Explore KilterHowling LLC's employee directory with LeadIQ.

What industry does KilterHowling LLC belong to?

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KilterHowling LLC operates in the Investment Management industry.

What technology does KilterHowling LLC use?

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KilterHowling LLC's tech stack includes Open Graph, Squarespace, Redtail CRM, Salesforce, Squarespace Commerce, Microsoft 365, Modernizr and X-Content-Type-Options.

What is KilterHowling LLC's email format?

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KilterHowling LLC's email format typically follows the pattern of First@kilterhowling.com. Find more KilterHowling LLC email formats with LeadIQ.
KilterHowling LLC logo

KilterHowling LLC

Investment ManagementColorado, United States2-10 Employees

KilterHowling LLC is a small investment advisory firm based in Boulder, Colorado, that serves both individuals and institutions with portfolio management and financial planning. The partners bring more than three decades of asset-management experience, with expertise spanning security selection across equities and fixed income, personal advisory and planning, due diligence on managers and hedge funds, and derivatives. They blend traditional investment aims—growth and capital preservation—with modern risk-management tools, delivering solutions in a transparent, liquid, and accessible format. The firm operates with a straightforward fee structure intended to align the advisers' interests with those of clients, and the principals hold Chartered Financial Analyst designations.

Its client base includes individuals, institutions, and other advisory firms seeking asset-management services. The firm operates as a boutique practice in Boulder, Colorado, with a lean team and a focus on transparent, client-aligned risk management for long-term goals.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    KilterHowling LLC's revenue is estimated to be in the range of $1M - $10M

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