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Building 2KICKSTAND WEALTH ADVISORS

Map pinPITTSFORD, NY
Phone585-382-8600
NotebookSEC #801-128193
Total AUM
$633.5M
Employees
7
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 PITTSFORD VICTOR RD.,
BLDG. 200, SUITE 290
PITTSFORD
NY 14534
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
585-382-8600

ReceiptFinancials

Total AUM
$633.5M
Accounts
1,976
Discretionary
$595M
Accounts
1,837
Non-Discretionary
$38.5M
Accounts
139

ContactClients

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Individual Clients
161
AUM
$79.5M
HNW Individual Clients
215
AUM
$543.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMINCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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