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).
Total Assets Under Management84MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$839,245
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.
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.
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.