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KINWELL LLC
1630 Meeting St
Suite 203
Charleston, South Carolina 29405
Tel: (843) 308-1639
About KINWELL LLC
KINWELL LLC, formally registered with the SEC as KINWELL LLC. The firm was established in 05/26/2023. They have over 1 offices throughout the country.
KINWELL LLC is a Charleston, South Carolina based Financial Planning firm with nearly $148,739,168 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290449 |
| SEC# | 801-128056 |
| Assets Managed by Firm | $148,739,168 |
| No. of Clients | 365 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 365 | $148,739,168 |
| Individuals (other than high net worth individuals) | 28 | $20,831,126 |
| High net worth individuals | 94 | $39,776,059 |
| Pension and profit sharing plans | 6 | $88,131,983 |
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