K
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
-- Millburn NJ
About Kinvest Capital Management, Inc.
Kinvest Capital Management, Inc. is a Millburn-based RIA. The firm has been operating for 7 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Jackson National Life.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Joanne Chien
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7116694
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,279,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,279,259 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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