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K2 FINANCIAL INC.
CRD 300913 · SEC 801-120939
233 SOUTH GLENDORA AVENUE, GLENDORA, CA, 91741, United States
Phone
626-553-6113
Fax
626-389-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.6M
Discretionary AUM
$114.5M
Team
10 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 360 | $124.1M |
| High net worth individuals | 33 | $67.3M |
States served
CA, NE, NV, TX, HI
All web addresses on file
- https://www.linkedin.com/in/allison-kapadia-100538279/
- https://www.linkedin.com/in/jacob-gorman-757aba16b/
- https://www.linkedin.com/in/omar-velasco-ba740521b/
- https://www.facebook.com/k2financialpartners/
- https://www.linkedin.com/in/kevin-kurimoto-cfa-cfp%C2%AE-m-s-965657140/
- https://www.linkedin.com/in/travis-bettfreund-8402238/
- https://www.linkedin.com/in/matthew-phillips-profile/
- https://www.linkedin.com/in/rene-rodriguez-bb6b901/
- https://k2financialpartners.com
- https://www.linkedin.com/company/k2financial/
Official SEC filing: View on IAPD