K2 FINANCIAL INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $191.6M |
| Discretionary | $114.5M60% of AUM |
| Non-Discretionary | $77.1M |
| Client Accounts | 1,267 |
| Avg Account Size | $151K |
| Employees | 10 |
| Peak AUM | $191.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $192M | +18.4% | +9.7% | +11.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $191.6M |
| Discretionary | $114.5M |
| Employees | 10 |
| Client Accounts | 1267 |
| Client Range | 11-25 |
Contact & Location
Address
233 SOUTH GLENDORA AVENUE
GLENDORA CA 91741
Phone
626-553-6113
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$115M
59.8% of AUM
Non-Discretionary
$77M
40.2% of AUM
Disc. mix ▼ 7.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant