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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12ERIC 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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