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K2 FINANCIAL INC.

Tel: 626-553-6113
233 South Glendora Avenue
Glendora, California  91741

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K2 FINANCIAL INC.

K2 FINANCIAL INC. is a Glendora, California based financial advisory firm with nearly $161,882,394 in assets under management and provides investment advisory services for 1191 clients. There are currently 10 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#:

300913

SEC#:

801-120939

No. of Clients:

1191

Assets under Management

$161,882,394

No. of Advisors:

10

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