Kunath Karren Rinne & Atkin LLC (Seattle)

Name: Kunath Karren Rinne & Atkin LLC
Address: 1000 Second Avenue , Suite 4000, Seattle, WA, 98104 1054
Telephone: 206-621-7400

Kunath Karren Rinne & Atkin LLC is a large advisory firm based in Seattle. It manages $1.16 billion of regulatory assets for 601 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Washington.

Kunath Karren Rinne & Atkin provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kunath Karren Rinne & Atkin: assets under management

The assets under management (AUM) of Kunath Karren Rinne & Atkin LLC is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.93 million each.

Investments

The firm invests in government bonds the most. They account for 34% of the total AUM. The second-largest asset type is exchange traded securities, which make up 33% of the firm’s portfolio. Investments in investment grade corporate bonds form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kunath Karren Rinne & Atkin LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephen Michael Kunath serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Stephen Michael Kunath is corporations or other businesses with 16 clients and $905.61 million of assets under management. Among the 9 most similar advisory firms, Kunath Karren Rinne & Atkin has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.16 billion for 78 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kunath Karren Rinne & Atkin doesn't advise any private funds.

Careers at Kunath Karren Rinne & Atkin LLC

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Stephen Michael Kunath has been acting as President since 1 Jan 1992. Leana Ofelia Alvarado joined the executive team most recently as the Director Of Compliance & Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Michael Kunath	President	1 Jan 1992	25% - 50%	276582
Jeffrey Atkin	Vice president	1 Jan 1992	25% - 50%	832623
Bruce Edward Rinne	Secretary/treasurer	1 Jan 1992	25% - 50%	4297613
Ned M Karren	Vice president	1 Jan 1992	25% - 50%	4297607
Stephen Michael Kunath	Chief compliance officer	1 Aug 2005	25% - 50%	276582
Leana Ofelia Alvarado	Compliance officer	1 Aug 2005	Other	5020998
Leana Ofelia Alvarado	Director of compliance & operations	1 Aug 2014	Other	5020998

Based in Seattle

The principal office where Kunath Karren Rinne & Atkin LLC performs its advisory services is located at 1000 Second Avenue , Suite 4000, Seattle, WA 98104 1054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-621-7400 or by fax 206-343-3085. The normal business hours are 7:30 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at kkra.com/.