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, SEC-registered registered investment adviser formed as a corporation and registered in 2020. The firm acts as a capital allocator for both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Kinetic also lists accounting among its business activities and maintains affiliations with investment-adviser, accounting, insurance, and real estate broker entities. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.