KINETIC WEALTH INVESTMENT ADVISORS, LLC

WESTLAKE, Ohio·1 registered advisor·CRD# 311536
SEC# 801-1289630440-250-9500
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KINETIC WEALTH INVESTMENT ADVISORS, LLC

1 registered advisor
Richard Mark Packer
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. KINETIC WEALTH INVESTMENT ADVISORS, LLC (CRD# 311536) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.