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ACCUMULATION STRATEGIES
KAHN, RONNIE ALAN
CRD 112502
6355 TOPANGA CANYON BLVD, SUITE 525, WOODLAND HILLS, CA, 91367, United States
Phone
818-712-9299
Fax
818-712-9267
Registration
— (—)
Source
State registered
Total AUM
$29.6M
Discretionary AUM
$29.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $29.6M |
All web addresses on file
Official SEC filing: View on IAPD