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K2 Financial Inc.

● SEC registered since 2021CRD 300913SEC# 801-120939Glendora, CA
Export (members)
Reg. AUM
$161.9M
Employees
10
Accounts
1,191
Location
Glendora, CA

K2 Financial Inc. assets under management

K2 Financial Inc. is an investment advisory firm registered with the SEC based in Glendora, CA. The firm has been registered since 2021. It reports $161.9 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/allison-kapadia-100538279View on SEC.gov ↗

K2 Financial Inc. owners & executives

3 reported
NameTitleOwnershipSince
Allison Ranae Kapadia ControlPresident25-50%2023
Kevin Takumi Kurimoto ControlVice President50-75%2023
Travis John Bettfreund ControlChief Compliance Officer/Secretary25-50%2023

Frequently asked questions

How much does K2 Financial Inc. manage?

K2 Financial Inc. reports $161.9 million in regulatory assets under management on its Form ADV.

How many employees does K2 Financial Inc. have?

K2 Financial Inc. reports 10 employees.

Where is K2 Financial Inc. located?

K2 Financial Inc. is based in Glendora, CA and has been SEC-registered since 2021.

Does K2 Financial Inc. disclose fund performance?

K2 Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 South Glendora Avenue, Glendora, CA 91741
Phone626-553-6113
Fax626-389-4001
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2044711
Discloses disciplinary historyNo

Assets under management

Discretionary$109.3M
Non-discretionary$52.5M
Total (RAUM)$161.9M