Kaunisto Capital L.L.C.
Firm details
- Headquarters
- Brimley, Michigan
- CRD number
- 333689
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.15%
- Corporations / Businesses21.96%
- HNWI19.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kaunisto Capital L.L.C. is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family investors and institutional clients, delivering portfolio management services for individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents27%
- US Government Bonds5%
Contacts
1 of 1Kory Kaunisto
OwnerCRD 8007618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brimley, MI
Chippewa
Location
Brimley, MI
Headquartered in Brimley, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Chippewa
- Address
- 3060 W M 28
- Time zone
- ET (UTC-5)
- Office locations
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