Kinetic Investment Management, Inc.

Kinetic Investment Management, Inc. (CRD# 283034) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,727,006 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1055 W. 7th Street, Los Angeles, CA 90017
https://www.kineticinvestment.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $311,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Kinetic Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lisa Bussenger, financial advisor Barrington IL
Lisa A. Bussenger
CRD#: 5846783
1000 Hart Rd, Suite 300, Barrington, IL 60010
93
Wealthminder
score

Lisa Bussenger (CRD# 5846783) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Barrington, IL and has over 7 years of experience in the finance industry.

2
Melanie Lee, financial advisor Los Angeles CA
Melanie M. Lee
CRD#: 6614303
1055 W. 7th Street, Los Angeles, CA 90017
88
Wealthminder
score

Melanie Lee (CRD# 6614303) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

3
Ali Hashemian, financial advisor Los Angeles CA
Ali A. Hashemian
CRD#: 5800048
1055 W. 7th Street, Los Angeles, CA 90017
76
Wealthminder
score

Ali Hashemian (CRD# 5800048) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 7 years of experience in the finance industry. Ali Hashemian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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