Samuel Adams

Kinetic Investment Management, INC.

8 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Kinetic Investment Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,252 clients

Average Client Portfolio

$278K average

Assets Under Management

$348.2M

Fee Structure

Minimum Investment:None

Location

701 North Brand Boulevard, Suite 830, Glendale, CA, 91203

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History

Regulatory History (1)

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Regulatory

January 2012

Final

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Other Business ActivitiesSells Insurance

Samuel is the Director of Sales & Marketing at RTA & Associates Financial & Insurance Services since 2010, offering financial and insurance services. This takes about half of Samuel's time.

Employment History

Current Registrations

Kinetic Investment Management, INC.

June 2019 - Present · 6 yrs 8 mos

Previous Registrations

Foundations Investment Advisors LLC

May 2017 - May 2019 · 2 yrs

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.