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| Retirementadvice JKA
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|---|---|
| CRD # | 153803 |
| SEC # | 801-80313 |
| CIK # | |
| AUM | $201.5 MM (2024-03-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 714-779-9200 |
| Address | 1251 N Manassero St Anaheim, CA 92807 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 52.2 |
| (b) Individuals (high net worth individuals) | 74 | 148.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 201.5 |
| By Discretionary | ||
| Discretionary | 936 | 201.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 936 | 201.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 201.0 | |
| Total | 936 | 201.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
Signature Financial Services Ltd
✚
|
IL | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Unison Asset Management LLC
✚
|
FL | 0.2 |
|
Milestone Investments Inc
✚
|
NC | 0.2 |
|
Monex Asset Management Inc
✚
|
TX | 0.2 |
|
Lockshield Partners Inc
✚
|
KY | 0.2 |