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Karl Olof Mills

JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, California
Unclaimed Profile
3595 MOUNT DIABLO BLVD, LAFAYETTE, CA 94549CRD# 2040384Firm CRD# 126825
01

About

Karl Olof Mills is a registered financial advisor based in LAFAYETTE, California, affiliated with JURIKA, MILLS & KEIFER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JURIKA, MILLS & KEIFER, LLC
JURIKA, MILLS & KEIFER, LLC
AUM
$282M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JURIKA, MILLS & KEIFER, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2040384
Firm CRD# 126825
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karl Olof Mills offer?
Karl Olof Mills specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.
What are Karl Olof Mills's credentials?
Karl Olof Mills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Olof Mills located?
Karl Olof Mills is based in LAFAYETTE, California, working with JURIKA, MILLS & KEIFER, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Karl Olof Mills charge for services?
Karl Olof Mills's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JURIKA, MILLS & KEIFER, LLC?
JURIKA, MILLS & KEIFER, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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