LK&A INVESTMENT COUNSEL

199 South Los Robles Avenue
Suite 850
Pasadena, California 91101-2461
Tel: 626/449-9500

About LK&A INVESTMENT COUNSEL

LK&A INVESTMENT COUNSEL, formally registered with the SEC as LK&A INVESTMENT COUNSEL. The firm was established in 08/16/1985. They have over 1 offices throughout the country.

LK&A INVESTMENT COUNSEL is a Pasadena, California based Financial Planning firm with nearly $509,640,686 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106635
SEC#	801-24322
Assets Managed by Firm	$509,640,686
No. of Clients	88
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	88	$509,640,686
Individuals (other than high net worth individuals)	15	$8,079,058
High net worth individuals	68	$495,900,938
Charitable organizations	5	$5,660,690

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