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Michelle Jurika

JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, California
Unclaimed Profile
3595 MOUNT DIABLO BLVD, LAFAYETTE, CA 94549CRD# 6314610Firm CRD# 126825
01

About

Michelle Jurika 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# 6314610
Firm CRD# 126825
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Jurika offer?
Michelle Jurika specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.
What are Michelle Jurika's credentials?
Michelle Jurika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Jurika located?
Michelle Jurika 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 Michelle Jurika charge for services?
Michelle Jurika'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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