Ali
Hashemian
Kinetic Investment Management, Inc
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About this Advisor
Ali Hashemian is a certified financial planner operating in Los Angeles, California with a total of 7 years of industry experience. Hashemian is an advisor for Kinetic Investment Management, Inc. Over the course of their career, Hashemian has held roles at Profectus Wealth Management Inc, Profectus Financial, Kinetic Investment Management, Inc and Kinetic Financial & Insurance Solutions, Inc. Hashemian maintains a Series 63 license, certifying them as a securities agent, and can advise clients in California and Illinois. Kinetic Investment Management, Inc is a company that has its headquarters in Los Angeles, CA. The company has offices in 18 locations and a total of 22 people on staff. It oversees $249 million in assets under management between its 2,409 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 2,409 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Kinetic Investment Management, Inc most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$249,308,919
22
2,409
$103,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ali Hashemian Work History
Ali has been registered as a financial advisor for 7 years.*
Kinetic Investment Management, Inc
Kinetic Financial & Insurance Solutions, Inc
Profectus Wealth Management Inc
Profectus Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ali Hashemian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kinetic Investment Management, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
San Diego, CA
Glendale, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
