Investment adviser · CRD 135704
KPLANS INVESTMENT SERVICES, INC.
Investment adviser filing (IA)
VALENCIA, CA, United States · Form ADV filed Mar 31, 2022
- Regulatory AUM
- $77.5M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
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 |
|---|---|---|---|
| Pooled investment vehicles | 1 | $66,507,154 | 85.8% |
| Retirement plans | 13 | $10,981,736 | 14.2% |
Filing source
Form ADV 1589542 · Mar 31, 2022 · 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: Mar 31, 2022. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
27240 TURNBERRY LANE, SUITE 200VALENCIA, CA, 91355, United States
CRD 135704
Filing source
Form ADV 1589542 · Mar 31, 2022 · 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.