K1 INVESTMENT MANAGEMENT LLC

875 Manhattan Beach Blvd
Manhattan Beach, California 90266-4911
Tel: 800 310 2870

About K1 INVESTMENT MANAGEMENT LLC

K1 INVESTMENT MANAGEMENT LLC, formally registered with the SEC as K1 INVESTMENT MANAGEMENT LLC. The firm was established in 04/08/2016. They have over 1 offices throughout the country.

K1 INVESTMENT MANAGEMENT LLC is a Manhattan Beach, California based Financial Planning firm with nearly $14,991,437,927 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161953
SEC#	801-107640
Assets Managed by Firm	$14,991,437,927
No. of Clients	16
No. of Advisors	80

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$14,991,437,927

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