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KULA INVESTMENTS, LLC
KULA INVESTMENTS, LLC
CHICAGO, Illinois
·
6 registered advisors
·
CRD# 312388
SEC# 801-123247
1
312-883-4996
01
Firm Overview
AUM
$608M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at KULA INVESTMENTS, LLC
6 registered advisors
Andrej Bolkovic
CHICAGO, Illinois
CRD# 6621302
Elizabeth Dru Gildner
CHICAGO, Illinois
CRD# 6278707
Jeffrey Randall Applebaum
CHICAGO, Illinois
CRD# 1295372
Jonathan Solomon Yaffe
CHICAGO, Illinois
CRD# 5906699
Rohan Reddy
CHICAGO, Illinois
CRD# 7375693
Senthil Kumar Sundaram
CHICAGO, Illinois
CRD# 2605812
05
Office Locations
CHICAGO, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. KULA INVESTMENTS, LLC (CRD# 312388) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.