Pinion Investment Advisors, LLC

EST. AUM
$837,119,519

CONTACTS
2

CLIENT ACCOUNTS
1,599

Firm Details

Metro area Wichita
CRD Number 114556
Website pinionwealth.com
Client types

Overview

The company is committed to delivering powerful strategies and thought leadership that drive businesses and legacies forward, akin to how a pinion gear system drives motion. Their primary focus is helping clients take care of themselves and their families by learning about their personal situations, identifying their dreams and goals, and understanding their tolerance for risk. The cornerstone of their success is fostering long-term relationships that encourage open and honest communication.

Platform Details

Investment Preferences

Alternative Activity