KINETIC INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2020

Total AUM

$451M

Discretionary

$419M

93% of AUM

Avg account

$136K

Accounts

3,326

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 283034
Registered since: April 8, 2020
Website: www.kineticinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.04%
HNWI32.84%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kinetic Investment Management, Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2020. The firm is individually owned and serves both individual/family and institutional clients. It operates as a capital allocator and offers a mix of fee arrangements, including percentage-of-AUM, hourly charges, and fixed fees. Kinetic’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm is also identified with business activity as an accountant and lists industry affiliations that include other investment advisers, insurers, and real estate broker relationships. Kinetic is not identified as an active ESG investor.