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Home > Retirement Planners > california > anaheim > RETIREMENTADVICE | JKA
RETIREMENTADVICE | JKA
1251 N. Manassero St.
Suite #405a
Anaheim, California 92807
Tel: 714-779-9200
About RETIREMENTADVICE | JKA
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 $239,505,676 assets under management, offering retirement planning & investment advisory services to 942 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153803 |
| SEC# | 801-80313 |
| Assets Managed by Firm | $239,505,676 |
| No. of Clients | 942 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 942 | $239,505,676 |
| Individuals (other than high net worth individuals) | 193 | $82,138,521 |
| High net worth individuals | 39 | $155,376,086 |
| Pension and profit sharing plans | 10 | $1,991,069 |
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