Mark
Biggs

Kinetic Investment Management, Inc

CRD#7397527
Investment Advisor
in Los Angeles, CA

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About this Advisor

Mark Biggs is a financial advisor based in Los Angeles, California, working with Kinetic Investment Management, Inc. Mark has previously held positions at Toronto Blue Jays, Studle Financial Services, Biggs Financial Services, LLC, Magnolia Wealth Management LLC, Biggs Real Estate, LLC, Denali Real Estate Group LLC, Jsmb Investments LLC, J&M Real Estate Investments LLC, Mkb Real Estate Holdings LLC, Titan Capital LLC, Represent U LLC, Simplicity Wealth, and Kinetic Investment Management, Inc. Mark has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Mark is part of Kinetic Investment Management, Inc, which operates out of Los Angeles, California. The firm has 13 offices and 27 employees. The firm manages assets totaling $343.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Kinetic Investment Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

633 W 5Th Street Suite 1050
Los Angeles, CA 90071

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Kinetic Investment Management, Inc Brokerage Details

Total Assets Under Management

$343,579,081

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

2,939

CA Average: 3,727
Average Account Size

$116,903

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mark Biggs Work History

2024 - Present (1 year)

Kinetic Investment Management, Inc

2021 - Present (4 years)

Denali Real Estate Group LLC

2020 - Present (5 years)

Biggs Financial Services, LLC

2020 - Present (5 years)

Jsmb Investments LLC

2020 - Present (5 years)

J&M Real Estate Investments LLC

2020 - Present (5 years)

Mkb Real Estate Holdings LLC

2014 - Present (11 years)

Biggs Real Estate, LLC

2022 - 2024 (2 years)

Simplicity Wealth

2021 - 2022 (1 year)

Magnolia Wealth Management LLC

2021 - 2022 (1 year)

Titan Capital LLC

2021 - 2022 (1 year)

Represent U LLC

2016 - 2020 (4 years)

Studle Financial Services

2011 - 2016 (5 years)

Toronto Blue Jays

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Disclosures

Please visit the SEC profile of Mark Biggs 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

John Kornaga
Los Angeles, CA
James Foley
Los Angeles, CA
Jackson Sowell
Bowling Green, KY
Michael Wienandt
Los Angeles, CA
Ali Hashemian
Los Angeles, CA
Jamale Carothers
Los Angeles, CA
Mark Biggs
Los Angeles, CA
Jaynie Ozment
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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