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Building 2AK FINANCIAL GROUP

Map pinIRVINE, CA
Phone949-788-7700
NotebookSEC #801-122138
Total AUM
$148.3M
Employees
9
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 VENTURE SUITE 390
IRVINE
CA 92618
United States
Operating Hours
8:00AM-5:00P.M.
Monday - Friday
Phone
949-788-7700
Other Offices
2

ReceiptFinancials

Total AUM
$148.3M
Accounts
463
Discretionary
$139.1M
Accounts
431
Non-Discretionary
$9.2M
Accounts
32

ContactClients

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Individual Clients
231
AUM
$87.1M
HNW Individual Clients
25
AUM
$58.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Corporation or Business Clients
5
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACONVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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