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 has been SEC-registered since 2005. Ownership is recorded as a combination of a domestic entity and an individual. Public filings classify the firm as "Unclassified" and identify it as not being a capital allocator. The record flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant; it is also not listed as a related adviser. The dataset provided does not include descriptions of the firm’s advisory or business activities, client segments, or fee schedules, so those operational details are not available for review here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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