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J K R & COMPANY, INC.
CRD 8040 · SEC 801-136249
7145 WOODLEY AVENUE, VAN NUYS, CA, 91406, United States
Phone
818-781-7721
Fax
818-787-2232
Registration
— (—)
Source
State registered
Total AUM
$136.3M
Discretionary AUM
$136.3M
Team
5 total employees; 5 advisory reps; 20 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $50.9M |
| High net worth individuals | 30 | $85.4M |
All web addresses on file
Official SEC filing: View on IAPD