← Tributary

J K R & COMPANY, INC.

VAN NUYS, CA · CRD 8040 · IAPD ↗ · jkrco.com · 818-781-7721

$152.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — J K R & COMPANY, INC. (VAN NUYS, CA) is newly SEC-registered with $136.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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