JURIKA, MILLS & KEIFER, LLC
  • JURIKA, MILLS & KEIFER, LLC
  • JMK INVESTMENT PARTNERS, LLC
  • REDSTONE RESOURCES CORPORATION
  • JURIKA & ASSOCIATES LLC

Adviser Profile

As of Date 08/27/2023
Registration status Terminated
ADV Location LAFAYETTE, CA, United States
Contact Info (41 xxxxxxx
Websites
AUM* 282,060,000 -6%
of that, discretionary 282,060,000 -6%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 930,891 -19%
% High Net Worth 58.51% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

300M 257M 214M 171M 128M 86M 43M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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