K2 FINANCIAL INC.
CRD #300913 SEC #801-120939 GLENDORA, CA 626-553-6113
SEC Registered
Total AUM
$161.9M
Discretionary
$109.3M
Employees
10
Clients
25
Accounts
1,191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $161.9M | $109.3M | $52.5M | 10 | 0 |
| Feb 2025 | $161.9M | $109.3M | $52.5M | 10 | 0 |
| Feb 2024 | $153.9M | $114.2M | $39.7M | 9 | 2 |
| Dec 2023 | $145.3M | $138.5M | $6.8M | 12 | 4 |
| Oct 2023 | $145.3M | $138.5M | $6.8M | 12 | 4 |
| Aug 2023 | $145.3M | $138.5M | $6.8M | 12 | 4 |
| Mar 2023 | $145.3M | $138.5M | $6.8M | 12 | 4 |
| Mar 2023 | $145.3M | $138.5M | $6.8M | 12 | 4 |
| Nov 2022 | $147.9M | $143.7M | $4.3M | 11 | 3 |
| Apr 2022 | $147.9M | $143.7M | $4.3M | 11 | 3 |
| Mar 2021 | $111.6M | $111M | $655.7K | 10 | 0 |
DateFeb 2025
Total AUM$161.9M
Discretionary$109.3M
Non-Disc.$52.5M
Employees10
Clients0
DateFeb 2025
Total AUM$161.9M
Discretionary$109.3M
Non-Disc.$52.5M
Employees10
Clients0
DateFeb 2024
Total AUM$153.9M
Discretionary$114.2M
Non-Disc.$39.7M
Employees9
Clients2
DateDec 2023
Total AUM$145.3M
Discretionary$138.5M
Non-Disc.$6.8M
Employees12
Clients4
DateOct 2023
Total AUM$145.3M
Discretionary$138.5M
Non-Disc.$6.8M
Employees12
Clients4
DateAug 2023
Total AUM$145.3M
Discretionary$138.5M
Non-Disc.$6.8M
Employees12
Clients4
DateMar 2023
Total AUM$145.3M
Discretionary$138.5M
Non-Disc.$6.8M
Employees12
Clients4
DateMar 2023
Total AUM$145.3M
Discretionary$138.5M
Non-Disc.$6.8M
Employees12
Clients4
DateNov 2022
Total AUM$147.9M
Discretionary$143.7M
Non-Disc.$4.3M
Employees11
Clients3
DateApr 2022
Total AUM$147.9M
Discretionary$143.7M
Non-Disc.$4.3M
Employees11
Clients3
DateMar 2021
Total AUM$111.6M
Discretionary$111M
Non-Disc.$655.7K
Employees10
Clients0