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KINETIC INVESTMENT MANAGEMENT, INC.
CRD 283034 · SEC 801-118383
633 W 5TH STREET, SUITE 1050, LOS ANGELES, CA, 90071, United States
Phone
(800) 711-4818
Fax
(800) 711-4818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$450.9M
Discretionary AUM
$419.3M
Team
39 total employees; 29 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1381 | $297.8M |
| High net worth individuals | 72 | $148.1M |
| Pension/profit sharing plans | 4 | $4.3M |
| Corporations/business entities | 3 | $790K |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, KY, LA, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, TN, UT, VA, WI, WA, TX, NH, FL
All web addresses on file
- https://kineticfinancial.com/articles/
- https://twitter.com/kinfinancial
- https://www.linkedin.com/company/kinetic-financial/
- https://www.instagram.com/kineticagency/
- https://www.facebook.com/Kinetic-Investment-Management-105931721751985
- https://www.linkedin.com/company/kinetic-agency/
- https://twitter.com/kineticagency
- HTTPS://WWW.KINETICINVESTMENT.COM
- https://www.kineticagency.com/blog
- https://www.kineticagency.com
- https://www.facebook.com/kineticfinancial
- https://www.instagram.com/kineticfinancial/
- https://www.kineticfinancial.com
- https://www.linkedin.com/company/kinetic-investment
- https://www.facebook.com/KineticAgency1/
Official SEC filing: View on IAPD