ANDREW C. KARLINSKI
Legal name: AK FINANCIAL GROUP
CRD #130338 SEC #801-122138 IRVINE, CA 949-788-7700
SEC Registered
Total AUM
$148.3M
Discretionary
$139.1M
Employees
9
Clients
51
Accounts
463
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 30, 2022
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KARLINSKI, ANDREW, CONRAD | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KARLINSKI, ANDREW, CONRAD | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KARLINSKI, ANDREW, CONRAD | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KARLINSKI, ANDREW, CONRAD | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KARLINSKI, ANDREW, CONRAD | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 30, 2022 REGISTERED
Notice Filings (5)
AZ CA CO NV TX
Address
6 VENTURE SUITE 390IRVINE, CA 92618
United States
Phone: 949-788-7700