Kplans Investment Services, Inc.
Kplans Investment Services, Inc. (CRD# 135704) is a financial advisory firm headquartered in Encino, CA. They manage $307,739,496 in 54 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management308MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$5,698,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, LA, TX