Kinetic Pathways Company
RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$56.5K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331950
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kinetic Pathways Company operates as an independent registered investment advisor (RIA) and primarily serves individual and family clients. The firm focuses on financial planning services and portfolio management for small businesses and individuals. Kinetic Pathways Company also engages in insurance brokerage activities, which complements its advisory services. The firm does not actively pursue environmental, social, and governance (ESG) investments and does not operate as a multi-state adviser.
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
- US Government Bonds64%
- Cash & Cash Equivalents21%
- Exchange Traded Equities15%
Contacts
1 of 1
Jay Thurlow
PrincipalCRD 5334911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations