Marissa
Webb
Kinetic Investment Management, Inc
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About this Advisor
Marissa Webb is a financial advisor who works in Los Angeles, California. Webb is currently employed by Kinetic Investment Management, Inc. Their career trajectory has included roles at Sycamore Stingrays, 680 Water Polo Association, Rebecca & George Mcdonald, Princeton School Of Public & International Affairs, Princeton University, Reinvent Stockton Foundation, Princeton Alumni Weekly, Lyla June Co, First Command, First Command Brokerage Services, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Kinetic Investment Management, Inc and Sycamore Stringrays. Webb holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Kinetic Investment Management, Inc is a registered investment company that has its headquarters in Los Angeles, CA. The company has offices in 18 locations and a total of 22 financial advisors. It controls $249 million in total assets among its 2,409 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,409 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on the services. Fee types billed by Kinetic Investment Management, Inc can consist 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
Marissa Webb Work History
Marissa has been registered as a financial advisor for 0 years.*
Kinetic Investment Management, Inc
First Command Brokerage Services, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Lyla June Co
First Command
Reinvent Stockton Foundation
Princeton Alumni Weekly
Princeton School Of Public & International Affairs
Princeton University
Princeton University
Rebecca & George Mcdonald
Sycamore Stingrays
680 Water Polo Association
Sycamore Stringrays
*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 Marissa Webb 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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