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Jeffrey Randall Applebaum

KULA INVESTMENTS, LLC·CHICAGO, Illinois
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333 S. WABASH AVE., CHICAGO, IL 60604CRD# 1295372Firm CRD# 312388
01

About

Jeffrey Randall Applebaum is a registered financial advisor based in CHICAGO, Illinois, affiliated with KULA INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KULA INVESTMENTS, LLC
KULA INVESTMENTS, LLC
AUM
$608M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at KULA INVESTMENTS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1295372
Firm CRD# 312388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Randall Applebaum offer?
Jeffrey Randall Applebaum specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jeffrey Randall Applebaum's credentials?
Jeffrey Randall Applebaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Randall Applebaum located?
Jeffrey Randall Applebaum is based in CHICAGO, Illinois, working with KULA INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jeffrey Randall Applebaum charge for services?
Jeffrey Randall Applebaum's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KULA INVESTMENTS, LLC?
KULA INVESTMENTS, LLC has approximately 16 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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