This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2004
- Office Locations
- 1
Office Locations
About Kiel Investment Company
Kiel Investment Company (KIC) is a Carmel, IN registered investment advisor providing long-term portfolio structuring and management for high-net-worth and ultra-high-net-worth clients. The firm emphasizes simple, cost-conscious, index-based ETF portfolios with active risk control focused on limiting downside volatility. KIC also offers investment analysis and consulting, including early-stage (friends & family/angel/seed) work, and can coordinate with clients’ other advisors.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kregg Anthony Kiel
President
- CRD
- #2355057
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,608,669 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,608,669 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing