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Building 2KINETIC INVESTMENT MANAGEMENT, INC.

Map pinLOS ANGELES, CA
Phone(800) 711-4818
NotebookSEC #801-118383
Total AUM
$450.9M
Employees
39
Clients
1,460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
633 W 5TH STREET
SUITE 1050
LOS ANGELES
CA 90071
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(800) 711-4818
Other Offices
19

ReceiptFinancials

Total AUM
$450.9M
Accounts
3,326
Discretionary
$419.3M
Accounts
3,062
Non-Discretionary
$31.6M
Accounts
264

ContactClients

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Individual Clients
1,381
AUM
$297.8M
HNW Individual Clients
72
AUM
$148.1M
Pension/Profit Sharing Plan Clients
4
AUM
$4.3M
Corporation or Business Clients
3
AUM
$789.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILINKYLAMAMIMNNCNENHNJNMNVNYOHOKORTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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