Accumulation Strategies

Accumulation Strategies (CRD# 112502) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $12,022,850 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Accumulation Strategies
Showing 1 - 1 of 1 top financial advisors.
Ronnie A. Kahn
CRD#: 2346778
6355 Topanga Canyon Blvd. #525, Woodland Hills, CA 91367

Ronnie Kahn (CRD# 2346778) is an Investment Advisor Representative working at Accumulation Strategies in Woodland Hills, CA and has over 24 years of experience in the finance industry. Ronnie Kahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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