Kearns And Associates, LLC

Kearns And Associates, LLC (CRD# 157449) is a financial advisory firm headquartered in Rolling Hills Estates, CA. They manage $1,169,709,153 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,170
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $8,997,763
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 Kearns And Associates, LLC
No Advisor Found.
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