Kenneth Dean & Co Financial Advisory Services
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
FINTRXOverview
Kenneth Dean & Co Financial Advisory Services is an individually owned advisory operating as a sole proprietorship with a business footprint that includes real estate brokerage and client advisory work. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and runs educational seminars and workshops. Its compensation arrangements include both percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is not described as a multi-state adviser or capital allocator in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kenneth Hinkle
Chief Compliance Officer, Investment Advisor RepresentativeCRD 6423015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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