1251 N. Manassero St.
Suite #405a
Anaheim, California 92807
Tel: 714-779-9200
RETIREMENTADVICE | JKA, formally registered with the SEC as RETIREMENTADVICE | JKA. The firm was established in 09/18/2014. They have over 1 offices throughout the country.
RETIREMENTADVICE | JKA is a Anaheim, California based Financial Planning firm with nearly $177,513,665 assets under management, offering retirement planning & investment advisory services to 940 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153803 |
SEC# | 801-80313 |
Assets Managed by Firm | $177,513,665 |
No. of Clients | 940 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 940 | $177,513,665 |
Individuals (other than high net worth individuals) | 213 | $61,544,986 |
High net worth individuals | 56 | $115,549,989 |
Pension and profit sharing plans | Fewer than 5 clients | $418,690 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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