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Kinnamon & Associates, LTD. II

EST. AUM
$117,562,180

CONTACTS

CLIENT ACCOUNTS
396

Firm Details

Metro area Chicago
CRD Number 106701
Website kinnamoninvest.com
Client types

Overview

Kinnamon & Associates Ltd II is an Illinois-based integrated tax and financial services firm that has served clients for over 65 years. The firm’s investment approach centers on a comprehensive model that combines wealth management with deep tax expertise to simplify financial planning for individuals and small businesses. Its strategy emphasizes capital preservation, guaranteed retirement income, and lifestyle protection through the use of insurance and estate planning. While the firm operates as an independent advisory, it offers securities through Cetera Financial Specialists LLC. As of early 2026, the firm provides advisory services to clients in over 35 states, focusing on long-term financial security and tax minimization.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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