Kinecta Financial & Insurance Services

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
12
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 and shows SEC registration dating to 2005. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset provides limited detail about the firm's advisory activities, client segments, fee structure, or investment approach, so public-facing information about services and target clients is not available in this profile.

Assets & Accounts

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 12
  • Eric Schwartz

    Eric Schwartz

    Financial Advisor, Wealth AdvisorCRD 3140360

  • Gregory Elia

    Gregory Elia

    Senior Operations LeaderCRD 5586060

  • Maria Ortega

    Registered RepresentativeCRD 3058727

Unlock 9 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth