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Allison Ranae Kapadia

K2 FINANCIAL INC.·GLENDORA, California
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233 SOUTH GLENDORA AVENUE, GLENDORA, CA 91741CRD# 6624083Firm CRD# 300913
01

About

Allison Ranae Kapadia is a registered financial advisor based in GLENDORA, California, affiliated with K2 FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
K2 FINANCIAL INC.
K2 FINANCIAL INC.
AUM
$154M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at K2 FINANCIAL INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6624083
Firm CRD# 300913
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allison Ranae Kapadia offer?
Allison Ranae Kapadia specializes in Financial Planning, Investment Management. Contact their office in GLENDORA, California for a consultation.
What are Allison Ranae Kapadia's credentials?
Allison Ranae Kapadia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allison Ranae Kapadia located?
Allison Ranae Kapadia is based in GLENDORA, California, working with K2 FINANCIAL INC.. Their office serves clients in the GLENDORA metropolitan area and surrounding communities.
How does Allison Ranae Kapadia charge for services?
Allison Ranae Kapadia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is K2 FINANCIAL INC.?
K2 FINANCIAL INC. has approximately 9 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLENDORA
James Jonathon Davidson — STRATEGIC CAPITAL MANAGEMENT INCJonathan Kyle Krellwitz — K2 FINANCIAL INC.Kevin Takumi Kurimoto — K2 FINANCIAL INC.Travis John Bettfreund — K2 FINANCIAL INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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