KINWELL LLC

CHARLESTON, South Carolina·2 registered advisors·CRD# 290449

SEC# 801-1280560(843) 308-1639

01

Firm Overview

AUM

$149M

Regulatory assets under management

Employees

2

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

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at KINWELL LLC

2 registered advisors

James Louis Carlson

CHARLESTON, South Carolina

Matt Dayton Ritt

CHARLESTON, South Carolina

05

Office Locations

CHARLESTON, South Carolina

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Data sourced from SEC Form ADV filings. KINWELL LLC (CRD# 290449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.