Michael
Murray

Kinetic Investment Management, Inc

CRD#4577147
Investment Advisor
in Monterey Park, CA

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About this Advisor

Michael Murray is a financial advisor based in Monterey Park, California. Murray is an employee of Kinetic Investment Management, Inc. The advisor has gained experience at Financial Network, Sagepoint Financial, Kinetic Investment Management, Inc and Michael Murray. Murray 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 California. Kinetic Investment Management, Inc is a financial advisory business that has its headquarters in Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 22 employees. It manages $249 million in total assets among its 2,409 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,409 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Kinetic Investment Management, Inc has 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 largely depend on which services the firm provides the client. However, fee types billed by Kinetic Investment Management, Inc most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

5273 E. Beverly Blvd
Monterey Park, CA 91754

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Kinetic Investment Management, Inc Brokerage Details

Total Assets Under Management

$249,308,919

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

22

CA Average: 43
Total Number of Accounts

2,409

CA Average: 3,727
Average Account Size

$103,491

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

Michael Murray Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Kinetic Investment Management, Inc

2010 - Present (14 years)

Sagepoint Financial

2010 - Present (14 years)

Michael Murray

2008 - Present (16 years)

Financial Network

2010 - 2023 (13 years)

Sagepoint 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 Michael Murray 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

Marissa Webb
Los Angeles, CA
Ali Hashemian
Los Angeles, CA
James Foley
Los Angeles, CA
Dustin Mitchell
Los Angeles, CA
Jaynie Ozment
Los Angeles, CA
John Kornaga
Los Angeles, CA
Samuel Adams
Glendale, CA
Jason Groth
San Diego, 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.

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