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Building 2J K R & COMPANY, INC.

Map pinVAN NUYS, CA
Phone818-781-7721
NotebookSEC #801-136249
Total AUM
$136.3M
Employees
5
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7145 WOODLEY AVENUE
VAN NUYS
CA 91406
United States
Operating Hours
6AM-1PM
Monday - Friday
Phone
818-781-7721
Other Offices
5

ReceiptFinancials

Total AUM
$136.3M
Accounts
229
Discretionary
$136.3M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$50.9M
HNW Individual Clients
30
AUM
$85.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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