Kinetic Pathways Company
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 is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also operates as an insurance broker. It is state-registered in Georgia, Idaho, and North Carolina. Compensation mixes asset-based fees, fixed fees and other fee arrangements. The firm does not position itself as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
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
- Cash & Cash Equivalents42%
- Exchange Traded Equities36%
- US Government Bonds22%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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