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KICKSTAND WEALTH ADVISORS

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

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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 StatusApproved
Firm CRD#327022
SEC#801-128193
Assets Managed by Firm$453,897,773
No. of Clients1692
No. of Advisors6

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 ClientsAUM
Firm Total1692$453,897,773
Individuals (other than high net worth individuals)157$82,925,983
High net worth individuals165$361,517,877
Pension and profit sharing plansFewer than 5 clients$6,328,080
Charitable organizationsFewer than 5 clients$3,125,833

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