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Building 2KEARNS AND ASSOCIATES, LLC

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Phone310-378-4023
NotebookSEC #801-73342
Total AUM
$1.2B
Employees
2
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
310-378-4023

ReceiptFinancials

Total AUM
$1.2B
Accounts
53
Discretionary
$621.3M
Accounts
45
Non-Discretionary
$554.4M
Accounts
8

ContactClients

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HNW Individual Clients
46
AUM
$785.7M
Charitable Organization Clients
1
AUM
$390M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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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