Kinwell LLC

Kinwell LLC (CRD# 290449) is a financial advisory firm headquartered in Charleston, SC. They manage $148,739,168 in 365 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1630 Meeting St, Suite 203, Charleston, SC 29405
https://www.kinwell.financial/
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $407,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, VA

Financial Advisors at Kinwell LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Carlson, financial advisor Charleston SC
James L. Carlson
CRD#: 6239701
1630 Meeting St, Suite 203, Charleston, SC 29405

James Carlson (CRD# 6239701) is an Investment Advisor Representative working at Kinwell LLC in Charleston, SC and has over 9 years of experience in the finance industry.

2
Matthew Ritt, financial advisor Charleston SC
Matthew D. Ritt
CRD#: 5979122
1630 Meeting St, Suite 203, Charleston, SC 29405

Matthew Ritt (CRD# 5979122) is an Investment Advisor Representative working at Kinwell LLC in Charleston, SC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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