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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 $391,966,817 assets under management, offering retirement planning & investment advisory services to 1660 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 | $391,966,817 |
| No. of Clients | 1660 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1660 | $391,966,817 |
| Individuals (other than high net worth individuals) | 157 | $70,421,733 |
| High net worth individuals | 169 | $314,637,419 |
| Pension and profit sharing plans | $5,213,986 | |
| Charitable organizations | Fewer than 5 clients | $1,693,679 |
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|---|---|---|---|
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