Kinta
Smith

Arete Wealth Advisors, LLC

CRD#5638013
Investment Advisor
in Los Angeles, CA
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About this Advisor

Kinta Smith is a certified financial planner who is based in Los Angeles, California. Currently a registered advisor at Arete Wealth Advisors, LLC, they have accrued 12 years of experience in the financial advisory industry. Smith has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Smith can serve customers based out of Arizona, California, Colorado, Louisiana, Maine, Michigan, Nevada, Oregon, Utah, Rhode Island, Maryland, Missouri, New Mexico and Pennsylvania. The advisor has gained experience at Aspiriant, Keller Williams, Larson Financial Securities, LLC, Larson Financial Group, LLC, Arete Wealth Advisors LLC and Arete Wealth Management LLC. Arete Wealth Advisors, LLC is headquartered in Los Angeles, California, and has 25 locations in the United States. As an advisor firm, Arete Wealth Advisors, LLC oversees $1 billion in assets across 5,274 client accounts and retains more than 66 people. The amount of assets the firm manages places it among the larger firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 76% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Arete Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1875 Century Park East Suite 600
Los Angeles, CA 90067

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,119,570,599

CA Average: $6,674,516,078
Total Number of Employees

66

CA Average: 44
Total Number of Accounts

5,274

CA Average: 2,564
Average Account Size

$212,281

CA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kinta Smith Work History

Kinta has 12 years of experience.

2018 - Present (1 years)

Arete Wealth Advisors LLC

2018 - Present (1 years)

Arete Wealth Management LLC

2013 - 2018 (5 years)

Larson Financial Securities, LLC

2013 - 2018 (5 years)

Larson Financial Group, LLC

2012 - 2014 (2 years)

Keller Williams

2006 - 2012 (6 years)

Aspiriant

Disclosures

Kinta Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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