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LK&A INVESTMENT COUNSEL

PASADENA, CA · CRD 106635 · IAPD ↗ · lkainvestments.com · 626/449-9500

$540.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — LK&A INVESTMENT COUNSEL crossed $500M in regulatory AUM ($440.6M -> $509.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.