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- Custodian
- Ascensus · Assetmark · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-1997
- Office Locations
- 1
Office Locations
About Kinnamon & Associates LTD II
Kinnamon & Associates Ltd II is a Barrington, IL-based advisory firm that pairs tax expertise with financial planning and investment management to help clients build wealth and work toward financial security. The team supports business owners/entrepreneurs and retirees with portfolio construction, retirement and estate planning, and insurance planning, with portfolios using ETFs and select private funds; custody includes Pershing.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALEXANDRIA LEIGH KINNAMON
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
KYLE KINNAMON
Investment Advisor, Owner, President
- CRD
- #6981994
- Ownership
- 50% but less than 75%
Vital quantum
Pathway delta
- CRD
- #86481
- Ownership
- 6.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $117,562,180 | $296,874 |
| Total | $117,562,180 | $296,874 |
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Separately Managed Accounts
Total SMA Asset: $117,562,180
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $850,311,203 | 42.4% |
| Private Funds | $782,125,871 | 39.0% |
| Cash | $373,013,876 | 18.6% |
| Total | $2,005,450,950 | 100.0% |