Kinecta Financial & Insurance Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Woodland Hills, California
CRD number
136597
Registered since
December 14, 2005

Firm profile

FINTRX

Overview

Kinecta Financial & Insurance Services is organized as a limited liability company with ownership listed as a domestic entity and individual. The firm is classified as "Unclassified" in the source dataset. Available metadata indicates Kinecta Financial & Insurance Services does not act as a capital allocator, is not flagged as an active ESG investor, and does not operate as a multi-state adviser. It is also identified as not newly formed, not a pension consultant, and not a related adviser. The dataset does not include descriptions of the firm’s advisory activities, fee model, client demographics, or investment approach.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Rozina Rupani

    Rozina Rupani

    Registered Client Service AssociateCRD 5736499

  • Farhang Azizi

    Farhang Azizi

    Financial AdvisorCRD 4529821

  • Sean Patikas-hunter

    Sean Patikas-hunter

    Financial Advisor, Wealth AdvisorCRD 4217694

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodland Hills, CA

Los Angeles

Location

Woodland Hills, CA

Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
21440 Victory Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth