Kinecta Financial & Insurance Services

Broker-DealerFINRA MemberEst. 2005
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 and appears in FINTRX as an SEC-registered adviser with an initial registration year of 2005. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the FINTRX snapshot and is not documented as a capital allocator. FINTRX also indicates the firm is not an active ESG investor, not registered as a multi-state adviser, not identified as a pension consultant, and not listed as a related adviser. FINTRX does not provide entries for several operational fields commonly used to describe advisory businesses, including business activities, advisory activities, client base, and fee structure.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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