Samuel
Adams

Kinetic Investment Management, Inc

CRD#6057464
Investment Advisor
in Glendale, CA

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About this Advisor

Samuel Adams is a financial advisor who works out of Glendale, California, with 4 years of relevant experience. Adams is an employee of Kinetic Investment Management, Inc. Adams has gained experience at Rta & Associates Financial & Insurance Services, Foundations Investment Advisors, LLC and Kinetic Investment Management, Inc. Adams holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Kinetic Investment Management, Inc is a registered investment business headquartered in Los Angeles, CA. The company has offices in 18 locations and a total of 22 people on staff. It controls $249 million in total assets across its 2,409 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,409 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Kinetic Investment Management, Inc offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on the type of financial services provided. Fees charged by Kinetic Investment Management, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

701 North Brand Boulevard, Suite 830
Glendale, CA 91203

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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

Samuel Adams Work History

Samuel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kinetic Investment Management, Inc

2009 - Present (15 years)

Rta & Associates Financial & Insurance Services

2017 - 2019 (2 years)

Foundations Investment Advisors, LLC

*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 Samuel Adams 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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