Andrew Kent Toolson

Kinetic Investment Management, INC.

7 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Kinetic Investment Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,252 clients

Average Client Portfolio

$278K average

Assets Under Management

$348.2M

Fee Structure

Minimum Investment:None

Location

3051 W Maple Loop Drive, Suite 325, Lehi, UT, 84043

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

February 2024

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrew is the President and Sole Proprietor of Toolson Capital Management, LLC, an insurance and investment agency, dedicating approximately 60 hours per month to overseeing marketing and operations. He also engages in rideshare driving and sports officiating.