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RETIREMENTADVICE | JKA

Tel: 714-779-9200
1251 N. Manassero St.
Suite #405a
Anaheim, California  92807

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RETIREMENTADVICE | JKA

RETIREMENTADVICE | JKA is a Anaheim, California based financial advisory firm with nearly $239,505,676 in assets under management and provides investment advisory services for 942 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

153803

SEC#:

801-80313

No. of Clients:

942

Assets under Management

$239,505,676

No. of Advisors:

5

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