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KINWELL LLC

Tel: (843) 308-1639
1630 Meeting St
Suite 203
Charleston, South Carolina  29405

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KINWELL LLC

KINWELL LLC is a Charleston, South Carolina based financial advisory firm with nearly $148,739,168 in assets under management and provides investment advisory services for 365 clients. There are currently 2 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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

290449

SEC#:

801-128056

No. of Clients:

365

Assets under Management

$148,739,168

No. of Advisors:

2

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