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Jacob William Schlicht

KICKSTAND VENTURES, LLC·PITTSFORD, New York
Unclaimed Profile
1250 PITTSFORD VICTOR RD.,, PITTSFORD, NY 14534CRD# 5072855Firm CRD# 327022
01

About

Jacob William Schlicht is a registered financial advisor based in PITTSFORD, New York, affiliated with KICKSTAND VENTURES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KICKSTAND VENTURES, LLC
KICKSTAND WEALTH ADVISORS
AUM
$454M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at KICKSTAND VENTURES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5072855
Firm CRD# 327022
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob William Schlicht offer?
Jacob William Schlicht specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Jacob William Schlicht's credentials?
Jacob William Schlicht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob William Schlicht located?
Jacob William Schlicht is based in PITTSFORD, New York, working with KICKSTAND VENTURES, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Jacob William Schlicht charge for services?
Jacob William Schlicht's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KICKSTAND VENTURES, LLC?
KICKSTAND VENTURES, LLC has approximately 6 employees and manages $454M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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