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JURIKA, MILLS & KEIFER, LLC
JURIKA, MILLS & KEIFER, LLC
LAFAYETTE, California
·
5 registered advisors
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CRD# 126825
SEC# 801-112830
1
(415) 677-5430
01
Firm Overview
AUM
$282M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at JURIKA, MILLS & KEIFER, LLC
5 registered advisors
Catherine H Johnson
LAFAYETTE, California
CRD# 6048343
Karl Olof Mills
LAFAYETTE, California
CRD# 2040384
Michelle Jurika
LAFAYETTE, California
CRD# 6314610
Mikel Shawn Keifer
LAFAYETTE, California
CRD# 4660996
William Kidwell Jurika
SAN FRANCISCO, California
CRD# 262774
05
Office Locations
LAFAYETTE, California
4 advisors
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. JURIKA, MILLS & KEIFER, LLC (CRD# 126825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.