K2 FINANCIAL INC.

GLENDORA, California·4 registered advisors·CRD# 300913
SEC# 801-1209392626-553-6113
01

Firm Overview

AUM
$154M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at K2 FINANCIAL INC.

4 registered advisors
Allison Ranae Kapadia
GLENDORA, California
Jonathan Kyle Krellwitz
GLENDORA, California
Kevin Takumi Kurimoto
GLENDORA, California
Travis John Bettfreund
GLENDORA, California
05

Office Locations

GLENDORA, California
4 advisors

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Data sourced from SEC Form ADV filings. K2 FINANCIAL INC. (CRD# 300913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.