CRD: 112502
Accumulation Strategies
$29.6M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
27 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-1998
- Office Locations
- 1
Office Locations
6355 Topanga Canyon Blvd. #525 Woodland Hills CA
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.
Team overview
65 AVG AGE
$29.6M AVG AUM / ADVISOR
$896.0K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONNIE ALAN KAHN
Chief Compliance Officer, Owner
- CRD
- #2346778
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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