Overview
Assets Under Management: $282 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 55
Average Client Assets: $4.7 million
Frequently Asked Questions
JURIKA, MILLS & KEIFER, LLC 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 #126825), JURIKA, MILLS & KEIFER, LLC is subject to fiduciary duty under federal law.
JURIKA, MILLS & KEIFER, LLC is headquartered in LAFAYETTE, CA.
JURIKA, MILLS & KEIFER, LLC serves 55 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, JURIKA, MILLS & KEIFER, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JURIKA, MILLS & KEIFER, LLC manages $282 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, JURIKA, MILLS & KEIFER, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.24%
Average Client Assets: $4.7 million
Total Client Accounts: 303
Discretionary Accounts: 303
Regulatory Filings
CRD Number: 126825
Filing ID: 1729137
Last Filing Date: 2023-03-14 10:55:00