RETIREMENTADVICE | JKA
SEC file number 801-80313
· ANAHEIM, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$201.5M
Discretionary AUM
$201.5M
Employees
5
Clients
—
Firm
- Address
- 1251 N. MANASSERO ST.
ANAHEIM, CA 92807 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)