K
CRD: 327978
Kinnect Advisor Group, L.l.c.
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta foundationGlacier
- Established Date
- 11-14-2023
- Office Locations
- 1
Office Locations
-- Kaysville UT
About Kinnect Advisor Group, L.l.c.
Kinnect Advisor Group, L.l.c. is a Kaysville-based RIA. The firm has been operating for 2 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
37 AVG AGE
$11.4M AVG AUM / ADVISOR
$170.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Foundation beacon
Client Personas
Prime Eagle
Custodian
Beacon Ridge Alpha summit Focus matrix
Investment Themes
Value North Atlas Crest alpha
Investment Vehicles
North wave Oak
Platform
Pathway signal
Services
Optima Vital Capital Ridge beacon Vital Ridge frontier Peak timber Optima Eagle pathway
Technology
Momentum insight North optima
Owner & Executives
MATTHEW TAYLOR HOSKINS
Owner
- CRD
- #5226195
- Ownership
- 75% or more
(349) 611-3549
vital.north@foundationcapital.com
in linkedin.com/in/meridian-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,390,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,390,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,390,000
Public Funds:
11.7% Equity - Exchange:
16.2% Cash:
21.1% Corporate - Investment Grade:
11.0% Derivatives:
29.9% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $923,380,295 | 11.7% |
| Equity - Exchange | $1,278,526,563 | 16.2% |
| Cash | $1,665,241,387 | 21.1% |
| Corporate - Investment Grade | $868,135,320 | 11.0% |
| Derivatives | $2,359,749,643 | 29.9% |
| U.S. Government/Agency | $797,106,067 | 10.1% |
| Total | $7,892,139,275 | 100.0% |