Overview
Assets Under Management: $454 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 186
Average Client Assets: $2 million
Frequently Asked Questions
KICKSTAND VENTURES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327022), KICKSTAND VENTURES, LLC is subject to fiduciary duty under federal law.
KICKSTAND VENTURES, LLC is headquartered in PITTSFORD, NY.
KICKSTAND VENTURES, LLC serves 186 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, KICKSTAND VENTURES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KICKSTAND VENTURES, LLC manages $454 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, KICKSTAND VENTURES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 186
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,692
Discretionary Accounts: 1,497
Non-Discretionary Accounts: 195
Regulatory Filings
CRD Number: 327022
Last Filing Date: 2024-03-25 00:00:00
Website: https://dinsmorecomplianceservices.com