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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- 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 |
|---|---|---|---|---|
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bettfreund, Travis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colletta, Nicholas, Michael | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Colletta, Nicholas, Michael | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Colletta, Nicholas, Michael | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Kapadia, Allison, Ranae | I | MANAGING DIRECTOR | NA | Control |
| Kapadia, Allison, Ranae | I | MANAGING DIRECTOR | NA | Control |
| Kapadia, Allison, Ranae | I | MANAGING DIRECTOR | NA | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER | D | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER | D | Control |
| KRELLWITZ, JONATHAN, KYLE | I | MANAGING PARTNER | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | CHIEF INVESTMENT OFFICER | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | CHIEF INVESTMENT OFFICER | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | VICE PRESIDENT | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | VICE PRESIDENT | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | VICE PRESIDENT | D | Control |
| KURIMOTO, KEVIN, TAKUMI | I | VICE PRESIDENT | D | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | C | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | C | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/SECRETARY | C | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/SECRETARY | C | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/SECRETARY | C | Control |
| BETTFREUND, TRAVIS, JOHN | I | CHIEF COMPLIANCE OFFICER/SECRETARY | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER | C | Control |
| KURIMOTO, KEVIN, TAKUMI | I | MANAGING PARTNER | C | Control |
| Kapadia, Allison, Ranae | I | MANAGING PARTNER | C | Control |
| Kapadia, Allison, Ranae | I | MANAGING PARTNER | C | Control |
| Kapadia, Allison, Ranae | I | PRESIDENT | C | Control |
| Kapadia, Allison, Ranae | I | PRESIDENT | C | Control |
| Kapadia, Allison, Ranae | I | PRESIDENT | C | Control |
| Kapadia, Allison, Ranae | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (4)
CA HI NE TX
Address
233 SOUTH GLENDORA AVENUEGLENDORA, CA 91741
United States
Phone: 626-553-6113