Lk&a Investment Counsel

Lk&a Investment Counsel (CRD# 106635) is a financial advisory firm headquartered in Pasadena, CA. They manage $440,559,669 in 90 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $4,895,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Lk&a Investment Counsel
Showing 1 - 2 of 2 top financial advisors.
1
Michael C. Stewart
CRD#: 4413814
199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101

Michael Stewart (CRD# 4413814) is an Investment Advisor Representative working at Lk&a Investment Counsel in Pasadena, CA and has over 21 years of experience in the finance industry.

2
Nicholas J. Welsh
CRD#: 2289695
199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101

Nicholas Welsh (CRD# 2289695) is an Investment Advisor Representative working at Lk&a Investment Counsel in Pasadena, CA and has over 28 years of experience in the finance industry.

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