Paul Digerolamo
Paul Digerolamo is a registered investment advisor at Kinetic Investment Management, INC., based in Los Angeles, CA, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.
Location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as a financial advisor at FS2 Financial Services, focusing on insurance sales and services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Spc
Parkland Securities, LLCBroker
Symetra Investment Services, INC.Broker
Pnmr Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.