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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirementadvice JKA
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|---|---|
| CRD # | 153803 |
| SEC # | 801-80313 |
| CIK # | |
| AUM | $239.5 M (2025-02-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 714-779-9200 |
| Address | 1251 N Manassero St Anaheim, CA 92807 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 82.1 |
| (b) Individuals (high net worth individuals) | 39 | 155.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 942 | 239.5 |
| By Discretionary | ||
| Discretionary | 942 | 239.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 942 | 239.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 238.9 | |
| Total | 942 | 239.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Capital Partners Inc
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|
MI | 0.2 |
|
Impact Capital LLC
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|
MD | 0.2 |
|
Fort Henry Capital LLC
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|
WV | 0.2 |
|
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 0.2 |
|
E Batoff & Co Inc
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|
FL | 0.2 |
|
Leo H Evart Inc
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|
CA | 0.2 |
|
WIN Advisors Inc
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|
FL | 0.2 |