{
  "crd_number": 123733,
  "slug": "joseph-p-kirlin-iii-and-associates-123733",
  "primary_business_name": "JOSEPH P. KIRLIN III & ASSOCIATES",
  "legal_name": "JOSEPH P. KIRLIN III",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1988-05-20",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2023-08-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123733",
  "listing_state": "PA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/joseph-p-kirlin-iii-and-associates-123733",
  "display_name": "Joseph P. Kirlin III & Associates",
  "summary": "Joseph P. Kirlin III & Associates is a state-registered investment advisory firm, registered since 1988, with no regulatory assets under management reported in its Form ADV filing dated August 25, 2023.",
  "citation": "AdvisorCensus. Joseph P. Kirlin III & Associates (CRD 123733): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Joseph P. Kirlin III & Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Joseph P. Kirlin III & Associates reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Joseph P. Kirlin III & Associates registered with the SEC or a state?",
      "a": "Joseph P. Kirlin III & Associates is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 123733."
    },
    {
      "q": "Does Joseph P. Kirlin III & Associates report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123733"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/joseph-p-kirlin-iii-and-associates-123733.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123733",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}