J.K. Financial, Inc.
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- Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis.
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Headquarters:8222 Douglas Ave Ste 590 , Dallas, Texas, United States
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Phone Number: +1 214-706-4300
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Employees:4
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Revenue:$0 - 1M
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Legal Name:J.K. Financial, Inc.
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J.K. Financial, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding J.K. Financial, Inc.
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Where are J.K. Financial, Inc.'s Headquarters?
J.K. Financial, Inc.'s Headquarters are in 8222 Douglas Ave Ste 590 ,Dallas,Texas,United States
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What is J.K. Financial, Inc.'s phone number?
J.K. Financial, Inc.'s phone number is +1 214-706-4300
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What is J.K. Financial, Inc.'s Revenue?
J.K. Financial, Inc.'s revenue is $0 - 1M
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What is J.K. Financial, Inc.'s NAICS code?
J.K. Financial, Inc.'s NAICS code is 523930
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How many employees are working in J.K. Financial, Inc.
J.K. Financial, Inc. has 4 employees
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What is J.K. Financial, Inc.'s Industry?
J.K. Financial, Inc. is in the industry of Financial Services
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Who is J.K. Financial, Inc.'s Portfolio Manager?
J.K. Financial, Inc.'s Portfolio Manager is Donald Capone
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Who is J.K. Financial, Inc.'s Organization Manager?
J.K. Financial, Inc.'s Organization Manager is Krishna Agrawal