Choice by KT
Financial Services
United States
27 employees
- Employees
- 27
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Choice by KT Overview
- Headquarters
- United States
- Website
- www.retirewithchoice.com
- Industry
- Financial Services
- Employees
- 27
- Founded
- 2010
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Choice by KT
Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Choice by KT can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity and promissory notes as well as traditional assets such as stocks, bonds and mutual funds. Choice by KT also assists crowdfunding and marketplace or peer-to-peer (P2P) lending portals and platforms by accepting individual accounts and related fund documents, and it works with private securities marketplaces, performing API onboarding, escrow, and custody services at both the fund and individual level. For more on the firm and its custody solutions, visit retirewithchoice.com.
Choice by KT Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Choice by KT Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Luke Crawford | Assistant Controller at Nextsource | Murray, Kentucky, United States |
Email
Phone
|
| Fitch Carrere | Cmo/head of Product at Choice by Kt | Atlanta, Georgia, United States |
Email
Phone
|
| Matt Jennings | Entrepreneur | Murray, Kentucky, United States |
Email
Phone
|
| Patrice Bradley, Mba | Wao Holdings | Murray, Kentucky, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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