Mkks Investment Advisory Services, Inc.

Mkks Investment Advisory Services, Inc. (CRD# 142487) is a financial advisory firm headquartered in Sherman Oaks, CA. They manage $228,721,100 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $1,786,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Mkks Investment Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Morton J. Kessler
CRD#: 5247119
15260 Ventura Boulevard, Suite 1040, Sherman Oaks, CA 91403
93
Wealthminder
score

Morton Kessler (CRD# 5247119) is an Investment Advisor Representative working at Mkks Investment Advisory Services, Inc. in Sherman Oaks, CA and has over 9 years of experience in the finance industry.

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