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KICKSTAND WEALTH ADVISORS

Tel: 585-382-8600
1250 Pittsford Victor Rd.,
Bldg. 200, Suite 290
Pittsford, New York  14534

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KICKSTAND WEALTH ADVISORS

KICKSTAND WEALTH ADVISORS is a Pittsford, New York based financial advisory firm with nearly $453,897,773 in assets under management and provides investment advisory services for 1692 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

327022

SEC#:

801-128193

No. of Clients:

1692

Assets under Management

$453,897,773

No. of Advisors:

6

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