Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
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Location

633 W 5th Street, Suite 1050, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Kinetic Investment Management, INC.
March 2025 - Present · 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.