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RETIREMENTADVICE | JKA
CRD 153803File 801-80313
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$267.3M
Below cohort median (national)
Discretionary AUM
$267.3M
Clients
256
987 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 18, 2014
- Principal office
- 1251 N. MANASSERO ST., SUITE #405A, ANAHEIM, CA, 92807
- Phone
- 714-779-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $267.3M
- Discretionary AUM
- $267.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 987
- Non-discretionary accounts
- 0
- Total accounts
- 987
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $1.8M |
| High net worth individuals | 55 | $183.8M |
| Individuals (other than high net worth individuals) | 195 | $81.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.