Kinetic Financial

Overview

Kinetic Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals and families and combines financial planning with portfolio management for individuals and small businesses. It also performs pension consulting and the selection of other advisers, and is willing to act as a capital allocator to third-party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kinetic Financial identifies as an active ESG investor. The firm appears to operate as a single-state RIA and is not flagged as a related adviser or a pension-only consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices