JURIKA, MILLS & KEIFER, LLC
CRD #126825 SEC #801-112830 LAFAYETTE, CA (415) 677-5430
SEC Registered
Total AUM
$282.1M
Discretionary
$282.1M
Employees
4
Clients
11
Accounts
303
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | E | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | D | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | C | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLS, KARL, OLOF | I | PRESIDENT, MANAGING MEMBER | C | Control |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | DE | INVESTOR | B | |
| JOHNSON, CATHERINE, H | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, CATHERINE, H | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, CATHERINE, H | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, CATHERINE, H | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, CATHERINE, H | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, FRANKLIN, P | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, FRANKLIN, P | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, FRANKLIN, P | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, FRANKLIN, P | I | TRUSTEE, INVESTOR | B | |
| JOHNSON, FRANKLIN, P | I | TRUSTEE, INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA FAMILY TRUST UAD 3/17/89 | DE | INVESTOR | B | |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| JURIKA, WILLIAM, KIDWELL | I | CHAIRMAN, FOUNDING MEMBER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KEIFER, MIKEL, SHAWN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, CATHERINE, H | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JOHNSON, FRANKLIN, P | I | JOHNSON REVOCABLE TRUST, DATED 06/25/2003 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
| JURIKA, MICHELLE | I | JURIKA FAMILY TRUST UAD 3/17/89 | F | Control |
Registrations
Federal
IA
Mar 14, 2023 REGISTERED
Notice Filings (5)
CA CO MA NH NY
Address
3595 MOUNT DIABLO BLVDSUITE 300
LAFAYETTE, CA 94549
United States
Phone: (415) 677-5430