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Building 2LK&A INVESTMENT COUNSEL

Map pinPASADENA, CA
Phone626/449-9500
NotebookSEC #801-24322
Total AUM
$540.1M
Employees
5
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
199 SOUTH LOS ROBLES AVENUE
SUITE 850
PASADENA
CA 91101-2461
United States
Operating Hours
7:00 A.M. - 4:30 P.M. PACIFIC
Monday - Friday
Phone
626/449-9500

ReceiptFinancials

Total AUM
$540.1M
Accounts
83
Discretionary
$540.1M
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$9.8M
HNW Individual Clients
61
AUM
$525.6M
Charitable Organization Clients
5
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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