Accumulation Strategies

Accumulation Strategies (CRD# 112502) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $18,727,324 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6355 Topanga Canyon Blvd, Suite 525, Woodland Hills, CA 91367
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $585,229
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Accumulation Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Ronnie Kahn, financial advisor Woodland Hills CA
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 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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