Kinetic Investment Management, Inc.

RIASEC RegisteredEst. 2020

Total AUM

$451M

Discretionary

$419M

93% of AUM

Avg account

$136K

Accounts

3,326

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 283034
Registered since: April 8, 2020
Website: www.kineticinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.04%
HNWI32.84%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kinetic Investment Management, Inc. is an independent, SEC-registered registered investment adviser that began its SEC registration in 2020 and is organized as a corporation with individual ownership. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, including the selection of external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Kinetic also lists accounting among its business activities and maintains industry affiliations that include other investment advisers, accounting firms, insurance companies, and real estate brokers. The firm charges clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees, and it does not identify as an active ESG investor.