MK STRATEGIC EQUITIES

MK STRATEGIC EQUITIES is an SEC-registered investment adviser (CRD 152853). Regulatory assets under management: $3.2M.

Registration

• CRD: 152853
• Type: Registered investment adviser
• Phone: 408-489-7966
• Latest filing: 2026-03-03
• Regulatory AUM: $3.2M
• Non-discretionary AUM: $3.2M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152853 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search