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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2005. Public filings identify the owner type as a combination of a domestic entity and an individual; the firm’s internal classification is listed as unclassified. Available records contain very limited detail about the firm’s business model and client work. Kinecta Financial & Insurance Services is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptive information about its advisory activities, client segments, fee structure, or specific investment preferences, and it did not disclose activities or external affiliations in the materials reviewed.

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

    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

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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