Overview
Assets Under Management: $185 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 311536
Last Filing Date: 2025-01-29 00:00:00
Website: https://kinetic-wealth.com