CRD: 160412
Gardena Financial Retirement Advisors
$17.9M Total AUM
$17.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2012
- Office Locations
- 1
Office Locations
1516 W Redondo Beach Blvd Gardena CA
About Gardena Financial Retirement Advisors
Gardena Financial Retirement Advisors is a Gardena-based RIA. The firm has been operating for 14 years. Managing $17.9M in total assets under management, with 1 advisory representatives.
Team overview
44 AVG AGE
$17.9M AVG AUM / ADVISOR
$484.8K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
K
KIAK X TAE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4722734
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,937,465 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,937,465 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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