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Building 2KPLANS INVESTMENT SERVICES, INC.

Map pinVALENCIA, CA
Phone661-362-0758
NotebookSEC #801-64439
Total AUM
$77.5M
Employees
5
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27240 TURNBERRY LANE
SUITE 200
VALENCIA
CA 91355
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
661-362-0758

ReceiptFinancials

Total AUM
$77.5M
Accounts
14
Discretionary
$66.5M
Accounts
1
Non-Discretionary
$11M
Accounts
13

ContactClients

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Pooled Vehicle Clients
1
AUM
$66.5M
Pension/Profit Sharing Plan Clients
13
AUM
$11M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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