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 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
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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