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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
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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