Overview
Assets Under Management: $244 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 413
Discretionary Accounts: 396
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 117811
Last Filing Date: 2025-02-26 00:00:00
Website: https://kfria.com