K2 FINANCIAL INC. of GLENDORA, CA is an SEC-registered investment adviser (CRD 300913). Regulatory assets under management: $191.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Takumi Kurimoto | VICE PRESIDENT | — |
| Allison Ranae Kapadia | PRESIDENT | — |
| Travis John Bettfreund | CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| KRELLWITZ JONATHAN KYLE | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KURIMOTO KEVIN TAKUMI | CHIEF INVESTMENT OFFICER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| Kapadia Allison Ranae | MANAGING DIRECTOR; MANAGING PARTNER; PRESIDENT | — |
| Bettfreund Travis | CHIEF COMPLIANCE OFFICER | — |
| Colletta Nicholas Michael | CHIEF INVESTMENT OFFICER | — |
| BETTFREUND TRAVIS JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |