Thomas
Kelley
Kinetic Investment Management, Inc
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About this Advisor
Thomas Kelley is a financial advisor operating in Manchester, New Hampshire who has 2 years of industry experience. Kelley works at Kinetic Investment Management, Inc. During their career, the advisor has held roles at Sgl Financial, LLC, Active House Buyer, LLC, Safe Money Retirement Strategies and Kinetic Investment Management, Inc. Kelley has a Series 65 license, certifying them as an investment advisor representative, and can operate in New Hampshire. Kinetic Investment Management, Inc is an advisory company that has its headquarters in Los Angeles, CA. It has offices in 18 locations and a total of 22 employees. It oversees $249 million in assets between its 2,409 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,409 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Kinetic Investment Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules largely are based on the services. Fee types charged by Kinetic Investment Management, Inc can be 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
Thomas Kelley Work History
Thomas has been registered as a financial advisor for 2 years.*
Kinetic Investment Management, Inc
Sgl Financial, LLC
Safe Money Retirement Strategies
Active House Buyer, 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 Thomas Kelley 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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