Kyle Manez is a registered investment advisor at Arboretum Investment Advisors, LLC, based in Portsmouth, NH, with 3 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2 clients with $15M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Arboretum Drive, Suite 105, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kyle is an IAABO referee for basketball and flag football since April 2023. This activity is not investment-related.
Employment History
Current Registrations
Arboretum Investment Advisors, LLC
State Registrations1 state
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Exams
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