$25.5M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2023
- Office Locations
- 1
Office Locations
200 Union Blvd Suite 200 Lakewood CO
About Kindred Financial LLC
Kindred Financial is a Denver-area boutique RIA managing assets for individuals, businesses, trusts, and associations. The firm provides asset management and financial planning, including portfolio construction and insurance planning. Portfolios are primarily implemented with ETFs, with socially responsible investing as an available theme. Custody is supported through platforms such as Altruist.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$344.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Legacy summit Unison ember
Custodian
Radial catalyst Foundation Crest
Investment Themes
Capital Foundation vertex Capital
Investment Vehicles
Meridian Radial
Platform
Catalyst horizon
Services
Bridge Signal catalyst Prime Radial Zenith Foundation
Owner & Executives
T
TYLER JEFF PETERSON
Chief Compliance Officer, Financial Advisor, Managing Member, Money Manager
- CRD
- #4858474
- Ownership
- 75% or more
(694) 859-2611
alpha.delta@focuscapital.com
in linkedin.com/in/unison-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $25,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,500,000
Equity - Exchange:
12.4% Cash:
40.3% Public Funds:
47.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $130,688,212 | 12.4% |
| Cash | $424,736,689 | 40.3% |
| Public Funds | $498,512,292 | 47.3% |
| Total | $1,053,937,193 | 100.0% |