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 shows SEC registration dating to 2005. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset provides limited detail about the firm's advisory activities, client segments, fee structure, or investment approach, so public-facing information about services and target clients is not available in this profile.
Assets & Accounts
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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