Kickstand Wealth Advisors
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 327022
- Registered since
- June 16, 2023
- Website
- kickstandwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.75%
- Individuals12.56%
- Pension & Profit Sharing Plans1.41%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kickstand Wealth Advisors is an independent RIA organized as an LLC that bills clients on an asset‑based fee schedule. The firm is registered with the SEC; its registration began in 2023. Its stated client focus is individuals and families, and the firm acts as a capital allocator—providing financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, pension consulting services, and the selection of third‑party advisers. Kickstand reports it is not an active ESG investor and operates as a single‑owner (individual) business.
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
- Public Funds/Mutual Funds86%
- Private Funds4%
- Cash & Cash Equivalents4%
- Other4%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$639M in ETFs
55%
$352M
26%
$287M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $53.2M | 593,057 | 8.34% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1250 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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