Kinetic Investment Management, Inc.

Kinetic Investment Management, Inc. (CRD# 283034) is a financial advisory firm headquartered in Los Angeles, CA. They manage $100,300,249 in 500 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $200,601
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, CO, IL, NM

Financial Advisors at Kinetic Investment Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Samuel Adams
CRD#: 6057464
633 W 5th Street, Suite 1050, Los Angeles, CA 90071

Samuel Adams (CRD# 6057464) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

2
Lisa A. Bussenger
CRD#: 5846783
1000 Hart Rd, Suite 300, Barrington, IL 60010

Lisa Bussenger (CRD# 5846783) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Barrington, IL and has over 10 years of experience in the finance industry.

3
Ali A. Hashemian
CRD#: 5800048
633 W 5th Street, Suite 1050, Los Angeles, CA 90071

Ali Hashemian (CRD# 5800048) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 10 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.

4
Adam L. Tafoya
CRD#: 6226541
633 W 5th Street, Suite 1050, Los Angeles, CA 90071

Adam Tafoya (CRD# 6226541) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.

5
Ryan E. Shober
CRD#: 7185681
633 W 5th Street, Suite 1050, Los Angeles, CA 90071

Ryan Shober (CRD# 7185681) 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.

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