KICKSTAND WEALTH ADVISORS
Tel: 585-382-8600 1250 Pittsford Victor Rd., Bldg. 200, Suite 290 Pittsford, New York 14534
About KICKSTAND WEALTH ADVISORS
KICKSTAND WEALTH ADVISORS is a Pittsford, New York based financial advisory firm with nearly $453,897,773 in assets under management and provides investment advisory services for 1692 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
327022
Firm SEC#:
801-128193
Assets Under Management:
$453,897,773
No. of Clients:
1692
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
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