Kintra Wealth, LLC
Firm details
- Headquarters
- Williamsport, Pennsylvania
- CRD number
- 299407
- Registered since
- January 28, 2019
- Website
- kintrawealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.98%
- Individuals39.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kintra Wealth, LLC is an independent registered investment adviser that began SEC registration in 2019. Organized as an LLC and owned by a mix of a domestic entity and individuals, the firm serves primarily individual and family clients and acts as a capital allocator. Its advisory offering emphasizes financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Kintra does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 339Active vs passive
$1.7B in ETFs
48%
$815M
37%
$879M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MC TRIO EQUITY BUFFERED ETF (TRIO) | $122M | 1,839,085 | 7.19% |
Location
Williamsport, PA
Lycoming
Location
Williamsport, PA
Headquartered in Williamsport, PA, anchoring the Williamsport-Lock Haven, PA metro in the Northeast.
- Metro area
- Williamsport-Lock Haven, PA
- Region
- Northeast
- County
- Lycoming
- Address
- 1000 Commerce Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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