Fee-OnlyFinder

Advisers in Van Nuys, CA

2 advisers in Van Nuys — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

J K R & Company, INC.7145 Woodley Avenue · Van Nuys, CA 91406 · (818) 781-7721 · Financial planningCRD 8040 · % of assets, Hourly charges, Fixed fees · $152.4 million AUMSEC registeredNo commissions reportedMillennium Investment Services16217 Kittridge Street · Van Nuys, CA 91406 · (818) 902-5544 · Financial planningCRD 108744 · % of assets, Hourly charges, Fixed fees · $153.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Van Nuys? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.