CRD: 112502
Accumulation Strategies
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-1998
- Office Locations
- 1
Office Locations
About Accumulation Strategies
Accumulation Strategies is a Woodland Hills-based RIA. The firm has been operating for 27 years. Managing $29.6M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $896.0K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RONNIE ALAN KAHN
Chief Compliance Officer, Owner
- CRD
- #2346778
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,569,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,569,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Accumulation Strategies has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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