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Home > Retirement Planners > california > irvine > KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
17875 Von Karman Avenue
Suite 150
Irvine, California 92614
Tel: 800-557-5461
About KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC, formally registered with the SEC as KLEIN PAVLIS & PEASLEY FINANCIAL, INC. The firm was established in 09/01/2021. They have over 1 offices throughout the country.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. is a Irvine, California based Financial Planning firm with nearly $184,892,109 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112414 |
| SEC# | 801-121974 |
| Assets Managed by Firm | $184,892,109 |
| No. of Clients | 735 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Other (ONLINE EDUCATIONAL CLASSES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 735 | $184,892,109 |
| Individuals (other than high net worth individuals) | 280 | $98,373,802 |
| High net worth individuals | 48 | $86,343,987 |
| Charitable organizations | 1 | $174,320 |
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