Stephen
Baldwin
Kinetic Investment Management, Inc
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About this Advisor
Stephen Baldwin is a financial advisor operating out of Los Angeles, California with 2 years of industry experience. Baldwin currently works for Kinetic Investment Management, Inc. Over the course of their career, Baldwin has held roles at Gibbs Wealth Management, LLC, Capital Insurance Group, Inc, Kansai Japenese Steakhouse, Visionary Wealth Management, LLC, Kinetic Investment Management, Inc and Baldwin Financial Group, LLC. Baldwin maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Kentucky. Kinetic Investment Management, Inc is a firm based in Los Angeles, CA. The firm has offices in 18 locations and a total of 22 employees. It handles $249 million in total assets between its 2,409 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,409 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a wide assortment 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 vary depending on which services the firm provides the client. Fee types billed by Kinetic Investment Management, Inc likely are comprised 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
Stephen Baldwin Work History
Stephen has been registered as a financial advisor for 2 years.*
Kinetic Investment Management, Inc
Baldwin Financial Group, LLC
Capital Insurance Group, Inc
Gibbs Wealth Management, LLC
Visionary Wealth Management, LLC
Kansai Japenese Steakhouse
*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 Stephen Baldwin 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
Glendale, CA
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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