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William Kidwell Jurika

JURIKA, MILLS & KEIFER, LLC·SAN FRANCISCO, California
Unclaimed Profile
ONE FERRY BUILDING, SUITE 255, SAN FRANCISCO, CA 94111CRD# 262774Firm CRD# 126825
01

About

William Kidwell Jurika is a registered financial advisor based in SAN FRANCISCO, 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# 262774
Firm CRD# 126825
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Kidwell Jurika offer?
William Kidwell Jurika specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are William Kidwell Jurika's credentials?
William Kidwell Jurika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kidwell Jurika located?
William Kidwell Jurika is based in SAN FRANCISCO, California, working with JURIKA, MILLS & KEIFER, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does William Kidwell Jurika charge for services?
William Kidwell 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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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