KUNATH KARREN RINNE & ATKIN LLC

Overview

Kunath Karren Rinne & Atkin LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for high-net-worth individuals, families and select institutional clients. The firm acts as a capital allocator, combining direct portfolio management with the selection of outside managers when appropriate. Fee arrangements include both percentage-of-assets and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based planning work. The firm’s filings indicate a clear preference for equity-oriented allocations and an inclination to manage concentrated, customized portfolios rather than relying solely on model-packaged solutions. Services listed in the firm’s advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, institutional portfolio oversight, and the selection of other advisers. Kunath Karren Rinne & Atkin LLC does not identify as an active ESG investor in its filings and operates primarily within a single state footprint.

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Public Holdings

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Location & Offices