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K2 FINANCIAL INC.
233 South Glendora Avenue
Glendora, California 91741
Tel: 626-553-6113
About K2 FINANCIAL INC.
K2 FINANCIAL INC, formally registered with the SEC as K2 FINANCIAL INC. The firm was established in 04/23/2021. They have over 3 offices throughout the country.
K2 FINANCIAL INC. is a Glendora, California based Financial Planning firm with nearly $161,882,394 assets under management, offering retirement planning & investment advisory services to 1191 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300913 |
| SEC# | 801-120939 |
| Assets Managed by Firm | $161,882,394 |
| No. of Clients | 1191 |
| No. of Advisors | 10 |
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 | 1191 | $161,882,394 |
| Individuals (other than high net worth individuals) | 331 | $99,957,235 |
| High net worth individuals | 35 | $61,415,392 |
| Charitable organizations | Fewer than 5 clients | $467,393 |
| Corporations or other businesses | Fewer than 5 clients | $42,374 |
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