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. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available record and is not identified as a capital allocator. It does not report being active on ESG investing, is not listed as a multi-state adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser.
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 13
Rozina Rupani
Registered Client Service AssociateCRD 5736499
Farhang Azizi
Financial AdvisorCRD 4529821
Sean Patikas-hunter
Financial Advisor, Wealth AdvisorCRD 4217694
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
Similar firms
Centerpoint M&A Advisors, Inc.
Broker-DealerWoodland Hills, CA
Montrose Securities International
Broker-DealerSausalito, CA
Citizens Jmp Securities, LLC
Broker-DealerSan Francisco, CA
CP Investments, LLC
Broker-DealerLos Angeles, CA
Greif & Co
Broker-DealerLos Angeles, CA
Globalink Securities, Inc.
Broker-DealerPasadena, CA