KENAI INVESTMENTS, INC.
Firm details
- Headquarters
- Amarillo, Texas
- CRD number
- 125974
- Website
- kenaiinvest.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI60%
- Individuals40%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kenai Investments, Inc. operates as a corporation focused on providing financial advisory services primarily to individuals and families. The firm is engaged in portfolio management for small businesses and individuals, along with offering educational seminars and workshops. While it does not classify itself as a capital allocator or an ESG investor, it plays a dual role as both an insurance broker and an accountant. This diverse set of business activities positions Kenai Investments to cater to a broad range of client needs, emphasizing personalized financial strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities86%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1ROGER REMLING
President, Chief Compliance Officer, Chief Executive OfficerCRD 4198945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Amarillo, TX
RANDALL
Location
Amarillo, TX
Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.
- Metro area
- Amarillo-Pampa-Borger, TX
- Region
- South
- County
- RANDALL
- Address
- 2700 S Western St
- Time zone
- CT (UTC-6)
- Office locations
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