Kinetic Financial

Overview

Kinetic Financial is an independent registered investment advisory firm structured as a limited liability company. The firm primarily serves individual clients and families, offering a range of services that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Kinetic Financial is also recognized as an active ESG investor, indicating a commitment to incorporating environmental, social, and governance factors into their investment strategies. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices