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Financial Advisor
New York
Pittsford
KICKSTAND WEALTH ADVISORS

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

No. of Advisors:

6

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

Fee Structure:

A percentage of AUM

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