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ABOUND FINANCIAL
KERUX, LLC
CRD 327724 · SEC 801-128697
4180 DOUGLAS BLVD, SUITE 200, GRANITE BAY, CA, 95746, United States
Phone
916-846-7780
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$428.0M
Discretionary AUM
$381.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 389 | $123.0M |
| High net worth individuals | 136 | $291.0M |
| Pension/profit sharing plans | 12 | $9.5M |
| Charitable organizations | 4 | $4.5M |
States served
AZ, CA, ID, IN, LA, NV, NC, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD