President · Kinetic Investment Management, Inc.
Ali A. Hashemian
CRD 5800048 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Kinetic Investment Management, Inc., an SEC-registered wealth manager based in LOS Angeles, CA with $451 million in regulatory assets, lists Ali A. Hashemian on its Form ADV as President, a control person. The SEC filings also name Ali at 1 other registered adviser.
Firms and roles
- Kinetic Investment Management, Inc.PresidentWealth manager · LOS Angeles, CA · $451M in regulatory assets
- Kanani Advisory Group Inc.Chief Executive OfficerWealth manager · Irvine, CA · $288M in regulatory assets
AtlasMembers
Ali’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ali’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dawn E. RybakChief Compliance Officer, Kinetic Investment Management, Inc.
- Navid N. KananiPresident & Chief Compliance Officer, Kanani Advisory Group Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ali’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.