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KICKSTAND VENTURES, LLC
KICKSTAND VENTURES, LLC
KICKSTAND WEALTH ADVISORS
PITTSFORD, New York
·
2 registered advisors
·
CRD# 327022
SEC# 801-128193
0
585-382-8600
01
Firm Overview
AUM
$454M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KICKSTAND VENTURES, LLC
2 registered advisors
Chad Weston Goodchild
PITTSFORD, New York
CRD# 4023880
Jacob William Schlicht
PITTSFORD, New York
CRD# 5072855
05
Office Locations
PITTSFORD, New York
2 advisors
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Data sourced from SEC Form ADV filings. KICKSTAND VENTURES, LLC (CRD# 327022) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.