|
⚲
|
| J K R & Company Inc
✚
|
|
|---|---|
| CRD # | 8040 |
| SEC # | 801-136249 |
| CIK # | |
| AUM | $136.3 M (2026-05-26) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 818-781-7721 |
| Address | 7145 Woodley Avenue van Nuys, CA 91406 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 50.9 |
| (b) Individuals (high net worth individuals) | 30 | 85.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 136.3 |
| By Discretionary | ||
| Discretionary | 229 | 136.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 229 | 136.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.3 | |
| Total | 229 | 136.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Champion Advisors LLC
✚
|
0.1 | |
|
Springboard Asset Management LLC
✚
|
CT | 0.1 |
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.1 |
|
Horizon Capital Management LLC
✚
|
IL | 0.1 |
|
Professional Wealth Management Services LLC
✚
|
NC | 0.1 |
|
Wealthrise Financial Planning LLC
✚
|
CA | 0.1 |
|
15 Equity LLC
✚
|
CA | 0.1 |
|
A J Feldman Financial LLC
✚
|
0.1 | |
|
Kassira Wealth Management LLC
✚
|
0.1 | |
|
McMahan Capital Management LLC
✚
|
IN | 0.1 |