199 South Los Robles Avenue
Suite 850
Pasadena, California 91101-2461
Tel: 626/449-9500
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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