Jurika, Mills & Keifer, LLC

Jurika, Mills & Keifer, LLC (CRD# 126825) is a financial advisory firm headquartered in San Francisco, CA. They manage $83,924,470 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $839,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA

Financial Advisors at Jurika, Mills & Keifer, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Karl O. Mills
CRD#: 2040384
One Ferry Building, Suite 255, San Francisco, CA 94111
107
Wealthminder
score

Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.  

 

Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families.  We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time.  Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.

 

Mr. Mills leads the firm;'s investment and portfolio management activities.  With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry.  His investment commentaries are widely read and he is frequently profiled and quoted in the financial press.  Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera.  He is also a Trustee Emeritus of Bates College.  

2
William K. Jurika
CRD#: 262774
2101 Webster Street, Suite 1550, Oakland, CA 94612
93
Wealthminder
score

William Jurika (CRD# 262774) is an Investment Advisor Representative working at Jurika, Mills & Keifer, LLC in Oakland, CA and has over 25 years of experience in the finance industry.

3
Mikel S. Keifer
CRD#: 4660996
2101 Webster Street, Suite 1550, Oakland, CA 94512
90
Wealthminder
score

Mikel Keifer (CRD# 4660996) is an Investment Advisor Representative working at Jurika, Mills & Keifer, LLC in Oakland, CA and has 1 year of experience in the finance industry.

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