K2 Financial Inc.

K2 Financial Inc. (CRD# 300913) is a financial advisory firm headquartered in Glendora, CA. They manage $153,877,000 in 1,083 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
233 South Glendora Avenue, Glendora, CA 91741
https://www.facebook.com/k2financialpartners/
By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    1,083
    ACCOUNTS
  • Average Account Value
    $142,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at K2 Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Douthit, financial advisor Glendora CA
Kyle S. Douthit
CRD#: 7429370
233 South Glendora Avenue, Glendora, CA 91741

Kyle Douthit (CRD# 7429370) is an Investment Advisor Representative working at K2 Financial Inc. in Glendora, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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