Assets Under Management

$63.9M

Number of Clients

115

Number of Advisors

5

Average Client AUM

$556K

AUM per Advisor

$12.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

JKR & Company is a registered investment adviser and broker-dealer offering investment management, financial planning, and retirement plan services. They customize advice based on client needs and objectives. Client assets are held at a non-affiliated custodian.

Fee Structure

Minimum Investment:$50K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
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Location

7145 Woodley Avenue, Van Nuys, CA, 91406

5 Advisors at this firm