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RETIREMENTADVICE | JKA

SEC Form ADV profile.

Total regulatory AUM
$267,334,728
Discretionary
$267,334,728
Non-discretionary
$0

Firm details

CRD number
153803
SEC file number
801-80313
Main office
ANAHEIM, CA, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.