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LK&A INVESTMENT COUNSEL

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

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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 StatusApproved
Firm CRD#106635
SEC#801-24322
Assets Managed by Firm$509,640,686
No. of Clients88
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total88$509,640,686
Individuals (other than high net worth individuals)15$8,079,058
High net worth individuals68$495,900,938
Charitable organizations5$5,660,690

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