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ACCEL-KKR
2180 Sand Hill Road, Suite 300
Menlo Park, California 94025-6947
Tel: 650-289-2460
About ACCEL-KKR
ACCEL-KKR, formally registered with the SEC as ACCEL-KKR. The firm was established in 03/28/2012. They have over 4 offices throughout the country.
ACCEL-KKR is a Menlo Park, California based Financial Planning firm with nearly $19,299,000,000 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 100 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156498 |
| SEC# | 801-74133 |
| Assets Managed by Firm | $19,299,000,000 |
| No. of Clients | 24 |
| No. of Advisors | 100 |
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 | 24 | $19,299,000,000 |
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