Grace
Pettit
Kleinfelder Capital, Inc
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About this Advisor
Grace Pettit is a financial advisor based in Cincinnati, Ohio, working with Kleinfelder Capital, Inc. Grace has previously held positions at Kleinfelder Capital, Inc, Fifth Third Bank, National Association, Costco Wholesale Corporation, United States Postal Service, Bath & Body Works, Inc, Morris Home Furniture And Mattress, Pink, Doordash, Inc, Student, and Kings Island Amusement And Water Park. Grace has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Grace is part of Kleinfelder Capital, Inc, which operates out of Cincinnati, Ohio. The firm has 4 employees and manages assets totaling $244.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kleinfelder Capital, Inc includes asset-based, hourly, and fixed fees.
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Kleinfelder Capital, Inc Brokerage Details
$244,752,581
4
951
$257,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Grace Pettit Work History
Kleinfelder Capital, Inc
Kings Island Amusement And Water Park
Fifth Third Bank, National Association
Costco Wholesale Corporation
United States Postal Service
Bath & Body Works, Inc
Morris Home Furniture And Mattress
Pink
Doordash, Inc
Student
Disclosures
Please visit the SEC profile of Grace Pettit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kleinfelder Capital, Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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