Mkks Investment Advisory Services, Inc (Sherman Oaks)

Mkks Investment Advisory Services, Inc is a large advisory firm based in Sherman Oaks. It manages $228.15 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Mkks Investment Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mkks Investment Advisory Services: assets under management

The assets under management (AUM) of Mkks Investment Advisory Services, Inc is $228.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $228.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each.

Mkks Investment Advisory Services has custody of $228.15 million in cash and securities for 27 clients in total but doesn’t act as a qualified custodian.

Based in Sherman Oaks

The principal office where Mkks Investment Advisory Services, Inc performs its advisory services is located at 15260 Ventura Boulevard, Sherman Oaks, CA 91403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-382-7800 or by fax 818-382-7810. The normal business hours are 9-5pm on Monday - Friday.

Mkks Investment Advisory Services, Inc (Sherman Oaks)

Mkks Investment Advisory Services: assets under management

Based in Sherman Oaks

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