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).
Current Firm Details
By the Numbers
-
Total Assets Under Management441MILLION
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Total Number of Accounts90ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, TX
Financial Advisors at Lk&a Investment Counsel
1
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 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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