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Stephen Schoen Baldwin

Kinetic Investment Management, Inc.

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About Stephen Schoen Baldwin

Stephen Schoen Baldwin is an Investment Advisor Representative registered with Kinetic Investment Management, Inc. Stephen has been in the industry since 2006 and holds a Series 65 license. Stephen has specialized in working with High Net Worth Individuals, Pension And Profit Sharing Plans, and Individuals Other Than High Net Worth. Stephen also has a strong background in Insurance sales and services.

Firm Information

Stephen Baldwin is currently registered with Kinetic Investment Management, Inc.. Kinetic Investment Management, Inc. is an investment advisor based in LOS ANGELES, CA. The firm has 13 licensed agents, 14 investment adviser representatives, and 14 individuals with investment advisory functions. They manage approximately $343,579,081 in assets. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They cater to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Kinetic Investment Management, Inc.

633 W 5TH STREET

LOS ANGELES, CA 90071

$343.58M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Baldwin’s Registration & Firm History

CA

01/01/2025 - Present

Kinetic Investment Management, Inc. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 08/02/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Schoen Baldwin.
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