KINDZIA INVESTMENTS

Overview

Kindzia Investments is an independent registered investment adviser that manages a compact book of individual and family clients using discretionary portfolio management and financial planning. The firm charges fees based on a percentage of AUM and also offers hourly and fixed-fee engagements, which suggests a mix of ongoing portfolio relationships and project-based planning work. Kindzia’s reported asset mix is tilted toward pooled public funds and mutual funds as the primary vehicle for market exposure, supplemented by allocations to alternatives and private-market strategies for diversification and income. The adviser is not positioned as a multi-state or pension consultant and does not identify as an ESG-focused allocator. Its business footprint and client base indicate a boutique practice that concentrates on personalized relationships and delegated portfolio execution for individuals and small businesses rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices