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FIRM PROFILE
Overview
KINECTA FINANCIAL & INSURANCE SERVICES is located at 21440 Victory Boulevard, Woodland Hills, CA 91367 and was first established at Los Angeles, California in 04/01/2004. After operating for 22 years, KINECTA FINANCIAL & INSURANCE SERVICES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KINECTA FINANCIAL & INSURANCE SERVICES’s clients are individuals and 0% of their clients are high net worth individuals. KINECTA FINANCIAL & INSURANCE SERVICES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KINECTA FINANCIAL & INSURANCE SERVICES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KINECTA FINANCIAL & INSURANCE SERVICES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KINECTA FINANCIAL & INSURANCE SERVICES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for KINECTA FINANCIAL & INSURANCE SERVICES Comes From
Understanding the Statistics for KINECTA FINANCIAL & INSURANCE SERVICES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
21440 Victory Boulevard, Woodland Hills, CA 91367
21440 Victory Boulevard, Woodland Hills, CA 91367
Small
(310) 643-3273
California since 04/01/2004
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| KINECTA FINANCIAL MANAGEMENT CO, LLC | OWNER | ||
| ELIA, GREGORY BAUDENBACH | CFO/FINOP/CEO/CCO/AMLCO | 5586060 |
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Advisor's working at KINECTA FINANCIAL & INSURANCE SERVICES
Austin Arata
Eric Clarence Johnson
Frank Mark Rehhaut
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