James Kirby Accountancy Corporation
James Kirby Accountancy Corporation (CRD# 134237) is a financial advisory firm headquartered in Brea, CA. They manage $15,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
James Kirby Accountancy Corporation
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$111,111
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at James Kirby Accountancy Corporation
No Advisor Found.
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