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 has been SEC-registered since 2005. Public records classify ownership as a domestic entity/individual and list the firm as "unclassified" rather than under a specific advisory archetype. The available snapshot shows the firm is not recorded as a capital allocator and is not flagged as an active ESG investor. The dataset provides limited operational detail: the profile does not include explicit descriptions of client segments, fee schedules, specific advisory services, or investment mandates. Regulatory fields on the record also indicate Kinecta is not presented as a multi-state adviser, not newly formed, and not designated as a pension consultant or related adviser.

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 12
  • ERIC SCHWARTZ

    Financial Advisor, Wealth AdvisorCRD 3140360

  • GREGORY ELIA

    Senior Operations LeaderCRD 5586060

  • MARIA ORTEGA

    Registered RepresentativeCRD 3058727

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Wealth teams

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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