Overview
Assets Under Management: $142 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 62
Average Client Assets: $0.8 million
Frequently Asked Questions
KLK CAPITAL MANAGEMENT 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 #170571), KLK CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
KLK CAPITAL MANAGEMENT LLC is headquartered in LOS ANGELES, CA.
KLK CAPITAL MANAGEMENT LLC serves 62 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, KLK CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KLK CAPITAL MANAGEMENT LLC manages $142 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, KLK CAPITAL MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.92%
Average Client Assets: $0.8 million
Total Client Accounts: 283
Discretionary Accounts: 247
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 170571
Filing ID: 1710120
Last Filing Date: 2023-03-29 11:03:00