Overview
Assets Under Management: $192 million
Headquarters: GLENDORA, CA
High-Net-Worth Clients: 33
Average Client Assets: $2.0 million
Frequently Asked Questions
K2 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 #300913), K2 FINANCIAL INC. is subject to fiduciary duty under federal law.
K2 FINANCIAL INC. is headquartered in GLENDORA, CA.
K2 FINANCIAL INC. serves 33 high-net-worth clients according to their SEC filing dated March 21, 2026. View client details ↓
According to their SEC Form ADV, K2 FINANCIAL INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
K2 FINANCIAL INC. manages $192 million in client assets according to their SEC filing dated March 21, 2026.
According to their SEC Form ADV, K2 FINANCIAL INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.10%
Average Client Assets: $2.0 million
Total Client Accounts: 1,267
Discretionary Accounts: 618
Non-Discretionary Accounts: 649
Regulatory Filings
CRD Number: 300913
Filing ID: 2078937
Last Filing Date: 2026-03-21 17:20:55