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David Kamin

18 Years of Experience
Wexford, PA

David Kamin is a registered investment advisor at Gridiron Partners, LLC, based in Wexford, PA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$246.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 Bradford Road, Suite 200, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David holds minority interests as an investor and limited partner in real estate limited partnerships. He spends a few hours per week reviewing financials for the partnerships.

Employment History
Current Registrations
Gridiron Partners, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Altair Management Partners, INC.
March 2018 - April 2020 · 2 yrs 1 mo
Kamin Capital, LLC
June 2010 - September 2018 · 8 yrs 3 mos
Kamin Capital, LLC
June 2010 - December 2017 · 7 yrs 6 mos
Kamin Wealth Management
May 2005 - September 2007 · 2 yrs 4 mos
Eastern Point Advisors INC.
September 2003 - December 2003 · 3 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.