K2 FINANCIAL INC.
SEC Form ADV profile.
Total regulatory AUM
$191,647,642
Discretionary
$114,514,435
Non-discretionary
$77,133,207
Firm details
- CRD number
- 300913
- SEC file number
- 801-120939
- Main office
- GLENDORA, CA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.