Kind Capital Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 335098
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kind Capital Wealth LLC is a New Jersey–based limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registration year reported as Unknown). Its stated advisory activities include financial planning services, portfolio management for individuals/small businesses, and pension consulting services. Ownership is listed as individual, the firm is classified as unclassified in filing data, and it does not identify as an active ESG investor or a multi-state adviser. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations