Investment adviser · CRD 127924

STRATEGIC FINANCIAL

Investment adviser filing (IA)

KEN GROSS FINANCIAL, INC.

THOUSAND OAKS, CA, United States · Form ADV filed Jun 19, 2012

Regulatory AUM
$41.3M
Form ADV · Item 5.F
Client accounts
139
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Hourly · Fixed

Principal office

ONE BOARDWALK AVENUE,, SUITE 103
THOUSAND OAKS, CA, 91360, United States

CRD 127924

Filing source

Form ADV 654128 · Jun 19, 2012 · 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.