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RETIREMENTADVICE | JKA
CRD 153803 · SEC 801-80313
1251 N. MANASSERO ST., SUITE #405A, ANAHEIM, CA, 92807, United States
Phone
714-779-9200
Fax
714-779-9210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$267.3M
Discretionary AUM
$267.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $81.7M |
| High net worth individuals | 55 | $183.8M |
| Charitable organizations | 6 | $1.8M |
States served
AZ, CA, CO, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD