Lk&a Investment Counsel
Lk&a Investment Counsel is an SEC-registered ria in Pasadena, CA with $540.1M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Lk&a Investment Counsel: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106635, SEC 801-24322, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $540.1M (2026-03-26)
- Firm type
- Ria
- Location
- Pasadena, CA
- Employees
- 5
- Clients
- 83
- CRD
- 106635
- Ownership
- KELLY, JANUS; KELLY, LAWRENCE, WAYNE; KELLY, JANICE; WELSH, NICHOLAS, J; STEWART, MICHAEL, CLAY
How much AUM does Lk&a Investment Counsel have?
Lk&a Investment Counsel reported $540.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Lk&a Investment Counsel?
Disclosed owners and executives of Lk&a Investment Counsel include KELLY, JANUS, KELLY, LAWRENCE, WAYNE, KELLY, JANICE, WELSH, NICHOLAS, J, STEWART, MICHAEL, CLAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.