Hk Financial

Hk Financial (CRD# 111741) is a financial advisory firm headquartered in San Diego, CA. They manage $35,770,000 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $241,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA

Financial Advisors at Hk Financial
Showing 1 - 1 of 1 top financial advisors.
1
Hillel Katzeff
CRD#: 1657455
4330 La Jolla Village Drive, Suite 330, San Diego, CA 92122
96
Wealthminder
score

Hillel Katzeff (CRD# 1657455) is an Investment Advisor Representative working at Hk Financial in San Diego, CA and has over 29 years of experience in the finance industry. Hillel Katzeff 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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