Investment adviser · CRD 304266
BKS RETIREMENT SERVICES
Investment adviser filing (IA)
BKS FINANCIAL INVESTMENTS, LLC
TAMPA, FL, United States · Form ADV filed Aug 1, 2024
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | 314 | Not reported | Not reported |
Filing source
Form ADV 1888663 · Aug 1, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 1, 2024. View historical filings
Reported services
Financial planning · Pension consulting
Compensation
Hourly · Fixed
Principal office
4211 W. BOY SCOUT BLVD, SUITE 800TAMPA, FL, 33607, United States
CRD 304266
Filing source
Form ADV 1888663 · Aug 1, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.