Kinecta Financial & Insurance Services
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 136597
- Registered since
- December 14, 2005
- Website
- www.kinectawealth.org
Firm profile
FINTRXOverview
Kinecta Financial & Insurance Services is organized as a limited liability company and has been SEC-registered since 2005. Ownership is recorded as a combination of a domestic entity and an individual. Public filings classify the firm as "Unclassified" and identify it as not being a capital allocator. The record flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant; it is also not listed as a related adviser. The dataset provided does not include descriptions of the firm’s advisory or business activities, client segments, or fee schedules, so those operational details are not available for review here.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
Rozina Rupani
Registered Client Service AssociateCRD 5736499

Farhang Azizi
Financial AdvisorCRD 4529821

Sean Patikas-hunter
Financial Advisor, Wealth AdvisorCRD 4217694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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