Kinvest Capital Management, Inc.

RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$1.6M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304080
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kinvest Capital Management, Inc. is a small, individually owned corporate advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based charges, hourly billing, and performance-linked fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Classification in available records is unclassified and there are no publicly listed related advisers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Cash & Cash Equivalents 50%50%
  • Non-Exchange Traded Equities50%
  • Cash & Cash Equivalents50%

Contacts

1 of 1
  • Huanxia Li

    PresidentCRD 7116694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth