Kinetic Investment Management, Inc.

RIASEC Registered

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 investment adviser (registered in 2020) that serves both individual/family and institutional clients. The firm is organized as a corporation, is owner-operated by an individual, and acts as a capital allocator — combining portfolio management, financial planning, and selection-of-other-advisers work. Its advisory services also include educational seminars and workshops; the firm lists accounting among its business activities and maintains affiliations with other investment advisers, insurance companies, real estate brokers and accounting entities. Kinetic charges a mix of percentage-of-AUM, hourly and fixed fees.