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Kinetix Financial Planning
Kinetix Financial Planning is a state-registered investment adviser with approximately $13 million in regulatory assets under management. The firm has 1...
Kinetix Financial Planning
Kinetix Financial Planning is a state-registered investment adviser with approximately $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What sectors does Kinetix Financial Planning avoid in its client portfolios?
No explicit avoidance policies have been disclosed. In the absence of stated ESG or sector-specific exclusions, the firm's sector stance is unknown from public sources.
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