RETIREMENTADVICE | JKA - Financial Advisor in California, Anaheim

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

About 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

Firm CRD#:

153803

Firm SEC#:

801-80313

Assets Under Management:

$239,505,676

No. of Clients:

942

No. of Advisors:

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

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CHATTERTON & ASSOCIATES

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