Overview
Assets Under Management: $173 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 116
Average Client Assets: $1 million
Frequently Asked Questions
J.K. FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114929), J.K. FINANCIAL, INC. is subject to fiduciary duty under federal law.
J.K. FINANCIAL, INC. is headquartered in DALLAS, TX.
J.K. FINANCIAL, INC. serves 116 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, J.K. FINANCIAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
J.K. FINANCIAL, INC. manages $173 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, J.K. FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.44
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 114929
Last Filing Date: 2025-02-03 00:00:00
Website: https://jkfinancialinc.com