RKS MANAGEMENT, INC.
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 294789
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
RKS Management, Inc. is organized as a corporation with individual ownership and operates as a capital allocator and real estate broker. The firm’s stated advisory activity centers on selection of other advisers rather than direct discretionary management. Fee arrangements are listed as “other,” and the firm does not market itself as an ESG investor. It is not registered as a multi-state adviser, is not newly formed per the available data, and does not identify as a pension consultant or related adviser.
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
2 of 2Neal Marks
Chief Financial OfficerCRD 6628566
Megan Rowsey
Chief Compliance OfficerCRD 6845357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2801 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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