KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SEAL BEACH, California
CRD number
310318
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kenneth Dean & Co Financial Advisory Services operates as a sole proprietorship, focusing on a variety of financial advisory activities. The firm provides services such as financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, it conducts educational seminars and workshops aimed at enhancing clients' financial literacy. The firm does not engage in capital allocation and is not classified as an ESG investor. Its business activities also include real estate brokerage, which complements its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KENNETH HINKLE

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 6423015

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEAL BEACH, CA

ORANGE

Location

SEAL BEACH, CA

Headquartered in SEAL BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3020 Old Ranch Pkwy
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth