K
CRD: 331950
Kinetic Pathways Company
Dunwoody, GA
2089469173
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2024
- Office Locations
- 1
Office Locations
-- Dunwoody GA
About Kinetic Pathways Company
Kinetic Pathways Company is a Dunwoody-based RIA. The firm has been operating for 1 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$79.9K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Investment Vehicles
Catalyst value
Services
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Owner & Executives
JAY ALAN THURLOW
Chief Compliance Officer, PRINCIPAL
- CRD
- #5334911
- Ownership
- 75% or more
(475) 879-2402
delta.wave@deltacapital.com
in linkedin.com/in/unison-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,275,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,275,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,275,000
U.S. Government/Agency:
23.1% Cash:
23.8% Equity - Exchange:
53.1% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $787,149,683 | 23.1% |
| Cash | $811,002,704 | 23.8% |
| Equity - Exchange | $1,809,421,998 | 53.1% |
| Total | $3,407,574,385 | 100.0% |