KICKSTAND WEALTH ADVISORS

1250 Pittsford Victor Rd.,
Bldg. 200, Suite 290
Pittsford, New York 14534
Tel: 585-382-8600

About KICKSTAND WEALTH ADVISORS

KICKSTAND WEALTH ADVISORS, formally registered with the SEC as KICKSTAND WEALTH ADVISORS. The firm was established in 06/16/2023. They have over 1 offices throughout the country.

KICKSTAND WEALTH ADVISORS is a Pittsford, New York based Financial Planning firm with nearly $453,897,773 assets under management, offering retirement planning & investment advisory services to 1692 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327022
SEC#	801-128193
Assets Managed by Firm	$453,897,773
No. of Clients	1692
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1692	$453,897,773
Individuals (other than high net worth individuals)	157	$82,925,983
High net worth individuals	165	$361,517,877
Pension and profit sharing plans	Fewer than 5 clients	$6,328,080
Charitable organizations	Fewer than 5 clients	$3,125,833

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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