Kinvest Capital Management, Inc.

Overview

Kinvest Capital Management, Inc. is a small, privately owned registered advisory corporation that provides financial planning and portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor or a multi-state adviser in the available filing. Its organizational classification is unclassified and it is not designated as a capital allocator or a pension consultant. The filing indicates individualized ownership rather than institutional or corporate ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives