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Home > Retirement Planners > california > los angeles > KINETIC INVESTMENT MANAGEMENT, INC.
KINETIC INVESTMENT MANAGEMENT, INC.
633 W 5th Street
Suite 1050
Los Angeles, California 90071
Tel: (800) 711-4818
About KINETIC INVESTMENT MANAGEMENT, INC.
KINETIC INVESTMENT MANAGEMENT, INC, formally registered with the SEC as KINETIC INVESTMENT MANAGEMENT, INC. The firm was established in 04/08/2020. They have over 13 offices throughout the country.
KINETIC INVESTMENT MANAGEMENT, INC. is a Los Angeles, California based Financial Planning firm with nearly $343,579,081 assets under management, offering retirement planning & investment advisory services to 2939 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283034 |
| SEC# | 801-118383 |
| Assets Managed by Firm | $343,579,081 |
| No. of Clients | 2939 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2939 | $343,579,081 |
| Individuals (other than high net worth individuals) | 1217 | $238,495,103 |
| High net worth individuals | 47 | $102,387,143 |
| Pension and profit sharing plans | 3 | $2,696,835 |
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