KIEHNE WEALTH & RETIREMENT, LLC
Firm details
- Headquarters
- LOS LUNAS, New Mexico
- CRD number
- 309251
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kiehne Wealth & Retirement, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm has a client base that consists of individual clients and families, and it employs a fee structure based on a percentage of assets under management. While Kiehne Wealth & Retirement is not classified as an ESG investor, it does maintain affiliations with an insurance company, which may influence its investment 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 Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Shawn Kiehne
Owner & CEOCRD 6563829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS LUNAS, NM
VALENCIA
Location
LOS LUNAS, NM
Headquartered in LOS LUNAS, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- VALENCIA
- Address
- 2210 Sun Ranch Village Loop SW
- Time zone
- MT (UTC-7)
- Office locations
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