Be advised. This firm is no longer registered.

Kplans Investment Services, Inc.

Kplans Investment Services, Inc. (CRD# 135704) is a financial advisory firm headquartered in Valencia, CA. They manage $77,488,890 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27240 Turnberry Lane, Suite 200, Valencia, CA 91355
http://www.cashbalanceinvest.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $5,534,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Kplans Investment Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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