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Building 2KCS WEALTH ADVISORY

Map pinLOS ANGELES, CA
Phone310-734-4740
NotebookSEC #801-80615
Total AUM
$349.7M
Employees
8
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10960 WILSHIRE BLVD.
SUITE 405
LOS ANGELES
CA 90024
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
310-734-4740

ReceiptFinancials

Total AUM
$349.7M
Accounts
954
Discretionary
$349.7M
Accounts
954
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
218
AUM
$65.2M
HNW Individual Clients
128
AUM
$265.5M
Pension/Profit Sharing Plan Clients
17
AUM
$19M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALANYTXWA

HandshakeAffiliates

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

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